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Eden Rose

IFA Administrator

Winchester
£28k – £34k/yr
Posted 1 day ago
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Job Ref

90715

Location

Hampshire

Salary

£28,000 - £34,000 Per Annum

Employment Type

Permanent

Location: Hampshire, Hampshire
Type: Permanent
Job #90715
Salary: £28,000 - £34,000 Per Annum

IFA Administrator

Hybrid

Job responsibilities

  • Ensuring all client and plan information is up to date on IO.
  • Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
  • Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans.
  • Adding details of any missing policy information to IO as required.
  • Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

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.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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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.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

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.

Requirements

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  • Relevant experience supporting an Adviser.
  • Previous regulatory or financial industry experience.
  • Good written and oral communication skills.
  • Methodical and organised.
  • Computer literate.
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Skills

IFA Administration
Client Information Management
Data Entry
Financial Provider Liaison
Transaction History Updating
Plan Validation
Financial Industry Experience
Written Communication
Oral Communication
Organization
Computer Literacy

Location

Winchester, England, United Kingdom

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