Eden Rose
IFA Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
90830
Location
Uxbridge
Salary
£33,000 - £36,000 Per Annum
Employment Type
Permanent
Location: Uxbridge, Greater London
Type: Permanent
Job #: 90830
Salary: £33,000 - £36,000 Per Annum
IFA Administrator
Hybrid Working | £33,000 – £36,000 + Bonus | Full-Time (37.5 hours per week)
Join a Relationship-Focused Independent Financial Planning Practice
Are you an experienced Financial Services Administrator looking to join a professional, supportive and growing financial planning firm where client relationships genuinely come first?
We’re seeking an organised and proactive Financial Services Administrator to play a key role in supporting our advisers, paraplanners and clients. This is an opportunity to become an integral member of a close-knit team that values professionalism, collaboration and exceptional client service.
Unlike high-volume transactional businesses, we focus on building long-term relationships and delivering personalised financial planning solutions. If you enjoy working in a client-focused environment where your contribution is recognised and valued, we’d love to hear from you.
The Role
As a Financial Services Administrator, you’ll provide comprehensive support throughout the financial planning process, ensuring clients receive a seamless and professional experience.
You’ll work closely with advisers and paraplanners, helping to manage new business, annual reviews and client servicing activities while maintaining the highest standards of accuracy and efficiency.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
- Provide administrative support to Financial Advisers and Paraplanners
- Process new business across pensions, investments and protection
- Manage Letters of Authority (LOAs), including tracking and provider follow-up
- Support the Annual Review Service through valuations, policy information gathering and review preparation
- Prepare documentation and client information for meetings
- Liaise with providers, platforms and third parties to progress cases
- Maintain accurate client records and workflows within Intelligent Office (iO)
- Support paraplanners with report preparation and documentation
- Keep clients informed throughout the advice process
- Ensure all administration is completed accurately and within service standards
- Contribute ideas to improve operational efficiency and client services
About You
Essential Experience
- Previous experience within a Financial Services Administration role
- Good understanding of pensions, investments and protection products
- Experience managing new business and provider correspondence
- Excellent organisational and time-management skills
- Strong attention to detail
- Excellent written and verbal communication skills
- Professional and personable approach with clients
- Competent user of Microsoft Office
Desirable Experience
- Experience using Intelligent Office (iO)
- Experience using FE Analytics
- Familiarity with financial services platforms and provider systems
- Experience supporting Financial Planners within an Independent Financial Advice practice
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What We’re Looking For
You’ll Thrive In This Role If You
- Take ownership of your workload and see tasks through to completion
- Enjoy being part of a collaborative team
- Build strong relationships with colleagues, clients and providers
- Communicate confidently and professionally
- Have a proactive approach and strong problem-solving skills
- Take pride in delivering outstanding client service
- Value long-term relationships over transactional working
Salary & Benefits
- £33,000 – £36,000 depending on experience
- Business Performance Bonus Scheme (currently providing the opportunity to earn approximately £3,000 per annum)
- Hybrid Working
- 25 Days Annual Leave + Bank Holidays
- Auto-Enrolment Pension
- Ongoing Professional Development & Training
- Defined Career Path
- Progression Opportunities into Paraplanning
- Supportive, Collaborative Working Environment
Why Join Us?
We believe great client outcomes start with great people. We’re building a business where every team member has a voice, contributes to our success and shares in our achievements.
If you’re looking for a long-term opportunity with a growing independent financial planning practice that values professionalism, teamwork and exceptional client service, we’d love to hear from you.
Apply today to become part of our growing team.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills