Client Administrator

evelyn Partners; Sworton Heath; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm in Knutsford is seeking an IFA Administrator to provide administrative support to financial planners and maintain client relationships. Candidates should have experience in the wealth management industry, excellent communication skills, and an understanding of financial products like ISAs and Pensions. This hybrid role allows for professional growth through structured training and continuous development opportunities.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Prior experience in an IFA role within the wealth management industry.
• Ability to deal with high net worth (HNW) clients.
• Experience with financial products such as ISAs, Pensions, SIPPS, SSAS, and Offshore bonds.

Responsibilities

• Provide administrative support to financial planners.
• Onboard clients and process new business.
• Assist investment managers with pitches and presentations.
• Maintain client records in compliance with company policies.

Skills

Client facing experience

Communication skills

Organizational skills

Financial products knowledge

Job description

Overview

We're seeking an ambitious individual to join our Financial Planning team in Knutsford. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. As an IFA Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from. This is a hybrid working role with a requirement to be in the office 3 days per week after probation.

Responsibilities

• To work closely with the aligned FPs/Investment Managers to deliver excellent client outcomes, build relationships and maintain regular contact.
• Onboarding clients/processing new business / preparation of meeting packs and valuations (as required)
• Completing application forms and paperwork - Invoices & Withdrawals
• Letters of authority / Client servicing/client queries
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain back-office systems and client records in line with the company policies

Qualifications

• Have prior experience or is currently working for an IFA in the Wealth management industry
• Be client facing, have experience of dealing with HNW clients and an ability to use judgement & reasoning to propose solutions to problems.
• Have experience in most of these financial products:- ISAs/Pensions/SIPPS/SSAS/Offshore bonds
• Have strong (verbal and written) communication skills with an ability to build relationships
• Possess the ability to fully plan workload and display excellent organisational skills

About Evelyn Partners

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

What we offer

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

DEI and how we work

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.