IFA Administrator

Administrator Gidea Park
Full-time | Permanent

Are you an experienced Administrator ready to join a respected, long-established, and stable financial planning firm?

Have you worked in Financial Services administration either in investment, banking, financial planning, or wealth management?

Rosemount Independent Financial Advisers, based in Gidea Park, is looking for a highly organised and detail-focused individual to provide essential administrative support to our team of Financial Advisers. This is an excellent opportunity to join a supportive, professional environment where your experience and initiative will be valued every day.

The role

In this wide-ranging and varied role, you'll support the end-to-end financial advice processhelping to ensure a seamless experience for clients and advisers alike.

Your responsibilities will include:

• Preparing documentation for client meetings and new business submissions.
• Processing pensions and investment applications.
• Producing client portfolio reviews and new business illustrations.
• Trading on investment platforms.
• Liaising with product providers and third parties to obtain key information.
• Inputting and maintaining client data on XPLAN.
• General admin: filing, scanning, organising paperwork.
• Supporting advisers with any other business needs.

What we're looking for:

• At least 2 years of experience in an administrative role.
• Ideally a background in either financial services, wealth management, financial planning or investment.
• Excellent communication skills both verbal and written.
• Proactive, positive attitude and a high level of attention to detail.
• Able to work independently and as part of a team.
• Confident managing workloads, meeting deadlines, and staying organised under pressure.
• Good working knowledge of Microsoft Office.

What's in it for you?

• Competitive salary.
• Annual performance bonus.
• Company pension scheme.
• Free on-site parking.
• Supportive, professional team environment.

How to apply

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.

Apply now and take the next step in your career with us!