Eden Rose
Senior IFA Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Senior Independent Financial Adviser (IFA) Administrator
Job Ref: 90754 Location: Leicester Salary: £28,000 – £36,000 per annum Employment Type: Permanent
About the Role
Are you an experienced Independent Financial Adviser (IFA) Administrator looking to join a growing wealth management firm where you can genuinely make an impact?
This is an exciting opportunity to become part of a fast-growing independent financial planning business investing heavily in its support structure.
Recently relocated into new offices, the company is planning aggressive expansion over the next five to ten years. They are now appointing a Senior IFA Administrator to help develop their administration team, having previously handled most tasks in-house through Financial Advisers.
As the business evolves, they now seek an individual who thrives on ownership and wants to grow with the company, getting involved in a close-knit team.
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.
In this role, you’ll work alongside two Financial Advisers, delivering day-to-day support across the client financial planning lifecycle while assisting in enhancing internal administration processes as the company expands.
Transitional career growth includes access to:
- Financial planning exams support
- Future progression into paraplanning
- Opportunities into financial advice roles
Key Responsibilities
- Support two Financial Advisers with core administration tasks
- Process new business applications and maintain ongoerclient servicing
- Manage provider correspondence and client documentation
- Prepare paperwork for client reviews
- Maintain accurate and up-to-date client records
- Help improve and optimise internal administration processes
- Assist in expanding and enhancing the firm’s back-office operations
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Requirements
-
Essential:
- Proven IFA Administration experience
- Background in Wealth Management or Financial Advice Planning
- Ability to work independently and hit the ground running
- Strong organisation skills and attention to detail
- High standards in communication and client service
-
Desired:
- Interest in long-term career progression
- Experience in a fast-growing financial services environment
- Existing knowledge of administrative improvements in a FCA-regulated space
Why Join Us?
- Competitive salary of £30,000–£36,000, plus an additional quarterly bonus
- Exam support for financial planning qualifications
- Gym membership as part of package
- Career development within a thriving wealth management firm
- Opportunity to contribute to an expanding administrative 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