IFA Administrator – Grimsby (Hybrid) in Grimsby - Eden Rose

Salary: £23,000–£28,000 Hybrid Working: 3 days per week in the Grimsby office Firm Type: Stable, long-standing financial planning firm with a warm, supportive culture

This is an excellent role for someone who enjoys being organised, supporting advisers and delivering a smooth client experience. You’ll join a well-established, highly trusted financial planning firm in Grimsby with a friendly, down-to-earth culture and a reputation for looking after its people.

If you’re looking for a role where you can build a long-term career, feel valued and progress at your own pace, this is the perfect environment.

You’ll play a key role in supporting advisers and ensuring clients receive a professional, seamless service. Your responsibilities will include:

• Managing client servicing tasks, including updates, changes and general queries
• Preparing client review packs, valuations and meeting documentation
• Processing Letters of Authority, tracking provider responses and updating systems
• Handling new business submissions across pensions, investments and protection
• Liaising with providers to obtain policy information, statements and updates
• Maintaining accurate client records across CRM and provider platforms
• Supporting advisers with meeting prep, follow-up actions and workflow management
• Assisting paraplanners with data gathering and administrative support
• Ensuring all documentation meets FCA and internal compliance standards

You’ll be trusted to take ownership of your workload and help keep the advice process running smoothly.

This firm offers clear, achievable development routes tailored to your goals. You’ll have access to:

• Full exam support (RO exams funded, study materials, paid study leave)
• Progression into Senior Administrator or Trainee Paraplanner roles
• Regular training, mentoring and 1-to-1 development sessions
• Opportunities to take on more technical tasks as your confidence grows

If you want to build a long-term career in financial planning, this firm will support you every step of the way.

• Experience in financial services administration (ideally IFA/wealth management)
• Strong organisational skills and excellent attention to detail
• Confident communicator who enjoys supporting advisers and clients
• Familiarity with platforms, providers and CRM systems (IO, Xplan or similar)
• A proactive, positive attitude and willingness to learn
• Someone who values a friendly, stable team environment

This role suits someone who wants to grow, contribute and be part of a supportive, long-standing team.

• £23,000–£28,000 depending on experience
• Hybrid working (3 office / 2 home)
• 25 days holiday + bank holidays
• Supportive, friendly team with low staff turnover
• Full exam funding and development opportunities
• Modern office environment with a warm, welcoming culture
• Long-term stability and a firm that genuinely values its people