Overview
IFA Administrator Jobs in Croydon, England, United Kingdom at Eden Rose
Title: IFA Administrator
Company: Eden Rose
Location: Croydon, England, United Kingdom
Job Ref
90399
Location
Croydon
Salary
£28,000 – £32,000 Per Annum
Employment Type
Permanent
- Location: Croydon , Surrey
- Type: Permanent
- Job #90399
- Salary: £28,000 – £32,000 Per Annum
IFA Administrator
Location: Croydon, Surrey
Hybrid working – 2 days office / 3 days WFH
35 hours per week
£28,000 – £32,000 DOE
ASAP start
A well?established financial planning firm based in Croydon is looking to recruit an experienced IFA Administrator to join their client support team on a hybrid basis.
The Role
You’ll work in a pod structure, providing dedicated 1?to?1 support to a Financial Adviser, helping to deliver a smooth, client?focused advice journey.
This is a varied IFA admin role suited to someone who is organised, flexible, and confident managing processes while thinking on their feet.
Key Responsibilities
- Providing full administrative direct support to a Financial Adviser
- Managing client records and workflows using Intelligent Office (IO)
- Processing new business, reviews, and ongoing servicing
- Liaising with providers and platforms
- Handling client calls and emails in a professional, client?centric manner
- Ensuring internal processes and compliance requirements are followed
- Supporting the adviser with day?to?day operational tasks
What They’re Looking For
- Previous experience in an IFA Administrator / Client Support role
- Intelligent Office (IO) experience is required
- Strong organisational skills and attention to detail
- Client?focused, adaptable, and able to work independently
- Comfortable working within established processes
Qualifications
- RO exams are not required
- Full support provided for exams and qualifications if desired
Working Pattern
- Hybrid working: 2 days in the office, 3 days from home
- 35?hour working week
- Supportive and collaborative working environment
Interview Process
- Stage 1: Virtual Teams interview with head of Admin (30–45 minutes)
- Stage 2: Face?to?face interview with Head of Admin and the Adviser
Interviews are being booked immediately, with virtual first?stage interviews starting from tomorrow.
Apply Now
If you’re an experienced IFA Administrator looking for a hybrid role with autonomy, stability, and full exam support, this is a great opportunity.
Apply now for confidential consideration.
