IFA Administrator: Client Services & Compliance

Company: Eden Rose
Apply for the IFA Administrator: Client Services & Compliance
Location: West Kirby
Job Description:

Eden Rose is seeking an IFA Administrator in Southport to support Financial Advisers and clients across the full financial planning process. You will prepare client documentation, process new business and ongoing servicing, and liaise with providers.

The ideal candidate has experience in IFA/wealth management, good product knowledge, and strong attention to detail with excellent communication. Opportunities to develop qualifications exist.

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Posted: October 9th, 2026