IFA Support Specialist

6 days ago


Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time
Job Summary

We are recruiting a Financial Services Administrator to support our experienced Financial Advisers. This Senior IFA Administration role offers a unique opportunity to work with a close-knit team and contribute to the growth and success of our company.

Your key responsibilities will include:

  • Providing administrative support to ensure seamless operations.
  • Issuing documentation and obtaining information from providers as required.
  • Reviewing meeting preparation and ensuring accurate documentation is gathered.
  • Completing product applications and trust documentation.
  • Overseeing new business applications and fees.

To be successful in this role, you should have:

  • A good understanding of Microsoft Office & Outlook.
  • Relevant experience in an IFA environment.
  • A positive and proactive attitude.

You will be part of a collaborative team that values innovation and continuous improvement. In return, you will receive a competitive basic package and the opportunity to develop your skills and advance your career.



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