Eden Rose
Senior IFA Administrator
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref
91031
Location
Altrincham
Salary
£25,000 - £32,000 Per Annum
Employment Type
Permanent
Location: Altrincham, Greater Manchester
Type: Permanent
Job #91031
Salary: £25,000 - £32,000 Per Annum
The Role
You will support advisers and clients throughout the financial planning process, taking ownership of new business administration and ensuring cases are processed accurately and efficiently.
Key Responsibilities
- Processing new investment, pension and protection business.
- Managing applications from submission through to completion.
- Liaising with providers, advisers and clients to resolve queries and outstanding requirements.
- Chasing documentation and transfer information.
- Keeping advisers and clients updated on case progress.
- Maintaining accurate client records and CRM systems.
- Preparing client meeting packs and documentation.
- Supporting advisers with post-meeting administration.
- Arranging case review meetings and monitoring the business pipeline.
- Ensuring all administration meets internal procedures and FCA requirements.
- Supporting wider office and Operations Team administration.
- Contributing to improvements in processes and ways of working.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
About You
The successful candidate will have:
- Previous financial services, wealth management or professional services administration experience.
- Excellent organisation and attention to detail.
- Strong written and verbal communication skills.
- A professional telephone manner.
- Experience managing multiple priorities and deadlines.
- Good knowledge of Microsoft Office.
- A proactive approach and ability to work independently.
- A strong commitment to confidentiality and client service.
“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