Eden Rose is seeking an experienced IFA Administrator in the Liverpool area to support Financial Advisers and clients through the full financial planning process.
The role involves preparing client documentation and meeting packs, processing new business and ongoing servicing, and liaising with providers. A background in wealth management and strong attention to detail are essential. Experience with platforms such as Intelliflo/iO and CashCalc is beneficial.
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The following opportunity is for a IFA Administrator — Wealth Management Support with Eden Rose.
We are looking to fill the IFA Administrator — Wealth Management Support position at Eden Rose in Liverpool, England, United Kingdom.
The IFA Administrator — Wealth Management Support role at Eden Rose is now open for applications in Liverpool, England, United Kingdom.
Join us at Eden Rose as our next IFA Administrator — Wealth Management Support in Liverpool, England, United Kingdom.