Financial Services Administrator

7 days ago


Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time

Role Overview

This position is for a seasoned Financial Planning Administrator seeking a Senior IFA Administration role within a tight-knit team. The successful candidate will be offered a comprehensive package and opportunities for growth and development.

Due to continued success in providing fee-based advice to high-net-worth clients, this thriving wealth management practice requires a skilled and proactive Financial Services Administrator to provide holistic support to two Financial Advisers.

Key Responsibilities:

  • Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
  • Obtain illustrations, key features documentation, fund factsheets, KIIIDs, and application forms from platforms/providers as required.
  • Review meeting preparation – produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements etc).
  • Completion of product application forms, Trust documentation, and new business submission (platforms).
  • Monitoring and oversight of new business applications and fees.

About You:

  • Good working knowledge of Microsoft Office & Outlook.
  • Relevant experience within an IFA environment.
  • Positive can-do attitude.

The Company:

This is an excellent opportunity to join a forward-thinking and innovative firm working in a vibrant team who are continually looking to improve and develop the services they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills further your career.



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