IFA Support Services Manager

3 days ago


Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time
Key Responsibilities

As an IFA Support Services Manager at Eden Resourcing, you will be responsible for providing administrative support to our Financial Advisers, ensuring efficient and effective operations.

Your key responsibilities will include:

  • Issuing signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtaining standard policy information.
  • Obtaining illustrations, key features documentation, fund factsheets, KIIIDs, and application forms from platforms/providers as required.
  • Reviewing meeting preparation, producing valuations, and ensuring correct documentation is gathered.
  • Completing product application forms, Trust documentation, and new business submission on platforms.
  • Monitoring and oversight of new business applications and fees.

The ideal candidate will have a good working knowledge of Microsoft Office & Outlook, relevant experience within an IFA environment, and a positive can-do attitude.

Estimated salary for this role is £40,000 - £50,000 per annum.



  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    Job Description: IFA Administrative Support Specialist">Location: Gerrards Cross, UK">Salary: £25,500 per annum">In this role, you will provide administrative support to the advisory team, including obtaining illustrations, key features documentation, and application forms from platforms/providers.">You will work closely with the advisory team to review...


  • Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time

    About the JobA senior financial planning administrator is needed to work closely with two financial advisors to provide exceptional support in a busy and rewarding role. As a key member of our team, you will play a crucial part in ensuring the smooth operation of our wealth management practice.Responsibilities: Working closely with two financial advisors to...


  • Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time

    Job Description:A talented Financial Planning Administrator is needed to take on a Senior IFA Administration role within our close-knit team. This exciting opportunity offers a competitive salary and benefits package, as well as the chance to work with a successful wealth management practice that provides fee-based advice to high-net-worth clients.Key...


  • Gerrards Cross, Buckinghamshire, United Kingdom Eden Resourcing Full time

    Role OverviewThis 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...


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    This is a full-time role at Gerrards Cross, offering a competitive salary of £25,500 per annum. As a Trainee IFA Administrator - Adviser Support, you will be working with professional colleagues, introducers and high net worth clients.The successful candidate will have strong data entry and record keeping skills, along with the ability to study towards...


  • Gerrards Cross, Buckinghamshire, United Kingdom Everyman Full time

    We're looking for a Dining Experience Coordinator at Everyman Gerrards Cross. This is an exciting opportunity to join our dynamic team and make a real difference in the lives of our customers. As a key player in our kitchen, you'll be responsible for creating an exceptional dining experience that exceeds our guests' expectations.About the Role:You'll lead...


  • Gerrards Cross, Buckinghamshire, United Kingdom Bennett and Game Recruitment LTD Full time

    Bennett and Game Recruitment LTD is seeking an experienced Financial Services Audit Manager to join their audit and accounts team in Gerrard's Cross office. As a key member of the team, you will be responsible for handling audits and accounts for various clients including SMEs and OMBs.The ideal candidate will have extensive experience in auditing and...


  • Gerrards Cross, Buckinghamshire, United Kingdom Argenx Full time

    We are seeking a highly skilled Office Manager to join our team in Gerrards Cross. As a key member of our administrative support team, you will be responsible for maintaining the operational efficiency of our office, providing general administrative support, and working closely with our leadership team.Key ResponsibilitiesThe successful candidate will be...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    Job Title: Senior Financial Services Coordinator">Location: Gerrards Cross, UK">Salary: £25,500 per annum">This is a full-time role based in our client's office in Gerrards Cross. As a Senior Financial Services Coordinator, you will provide administrative support to the advisory and technical team.">Your responsibilities will include obtaining...


  • Gerrards Cross, Buckinghamshire, United Kingdom Zenopa Full time

    About the RoleWe are seeking a skilled and detail-oriented High-Tech Equipment Service Specialist to join our team in the UK South region. As a Field Service Engineer, you will be responsible for servicing a range of high-tech equipment at customer sites.Job DescriptionPerform on-site installations, validations, preventive maintenance, and system repairs of...


  • Gerrards Cross, Buckinghamshire, United Kingdom Tesco Partners Full time

    Tesco Partners is seeking a highly motivated and customer-focused individual to fill the role of Tesco Colleague. As a valued member of our team, you'll contribute to delivering an outstanding shopping experience for our customers.The successful candidate will enjoy a minimum of 16 guaranteed hours per week, working varied shifts within set availability...


  • Gerrards Cross, Buckinghamshire, United Kingdom Tesco Partners Full time

    We are seeking a dedicated Customer Service Specialist to join our team at Tesco. This role offers a competitive salary of £20,000 - £25,000 per annum, depending on experience.As a Customer Service Specialist, you will be responsible for providing exceptional customer service, ensuring that our customers have an excellent shopping experience. You will work...


  • Gerrards Cross, Buckinghamshire, United Kingdom Tesco Full time

    About the PositionWe are seeking a skilled and dedicated individual to join our team as an Assistant Store Manager. As a key member of our store management team, you will be responsible for supporting the Store Manager in overseeing the daily operations of our store, including staffing, inventory management, and customer service.The ideal candidate will have...

  • Adult Support Worker

    2 weeks ago


    Gerrards Cross, Buckinghamshire, United Kingdom Swarthmore Care Home Full time

    Swarthmore Care Home, an independent care provider with over 70 years of experience, is seeking a dedicated Adult Support Worker to join its team. Based in Gerrards Cross, the home offers residential, respite, and dementia care services.As an Adult Support Worker, you will provide essential support to residents living with physical disabilities or sensory...

  • Care Support Worker

    2 weeks ago


    Gerrards Cross, Buckinghamshire, United Kingdom Barchester Healthcare Full time

    About the Role:Our Resident Care Assistants play a vital role in ensuring our residents receive the highest level of care and support. Assist with Daily Living: Our team members assist residents with daily living tasks, providing support and companionship to enhance their overall well-being.Follow individualized care plans to provide one-to-one time for...


  • Gerrards Cross, Buckinghamshire, United Kingdom Advantage Healthcare Limited Full time

    Job OverviewAs a Children's Support Specialist at Advantage Healthcare Limited, you will play a crucial role in enhancing the lives of individuals with complex needs. Our client is a delightful little girl who suffers from quadriplegic cerebral palsy, requiring specialized care and support. Your responsibility will be to maintain her safety, manage...


  • Gerrards Cross, Buckinghamshire, United Kingdom C&E Recruitment Full time

    **Job Description:** Senior Hospitality ManagerAbout Our HotelOur 4-star hotel in Gerrards Cross offers a unique blend of historic charm and modern amenities. With 150 bedrooms, a busy restaurant, lounge bar, and conference facilities, we cater to a diverse range of guests and clients.The RoleWe are seeking a senior hospitality manager to oversee all aspects...


  • Gerrards Cross, Buckinghamshire, United Kingdom Law Staff Ltd Full time

    Job Title: Family Law Support Specialist Job Summary:We are seeking an experienced Family Law Support Specialist to join our team in Oxford and Gerrards Cross offices. The successful candidate will be responsible for providing administrative support to the Family department, including audio and copy typing of correspondence, answering telephone calls, and...


  • Gerrards Cross, Buckinghamshire, United Kingdom Paradigm Housing Group Full time

    Job DescriptionWe are seeking a Senior Solicitor to join our Legal Services team at Paradigm Housing Group. This is a part-time opportunity, offering 25-28 hours per week with a high degree of flexibility.Key Responsibilities:Deliver high-quality, in-house legal expertise across Paradigm, managing complex cases, advising senior leadership, and helping uphold...


  • Gerrards Cross, Buckinghamshire, United Kingdom DiverseJobsMatter Full time

    Job Title: Food Service Team Lead - KitchenDiverseJobsMatter is seeking a seasoned Kitchen Manager to spearhead our food operations in Gerrards Cross. With a salary of up to £37,000 per annum, this position presents an ideal chance for the right candidate to grow professionally in a rapidly expanding company.About UsWe're revolutionizing the cinema...