Client Administrator - Financial Planning / IFA

S&W; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial services firm in London is seeking a Client Administrator to provide administrative support for Financial Planners and build client relationships. The role offers opportunities for personal and professional growth, alongside access to a structured training program. Ideal candidates should have proven experience in Financial Planning and possess strong communication skills.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Hybrid working model

Qualifications

• Proven experience in Financial Planning / Wealth Management.
• Experience in client support or financial planner support roles.
• Strong knowledge of financial products like ISAs and Pensions.

Responsibilities

• Provide full administrative support to Financial Planners.
• Build and maintain relationships with clients.
• Prepare meeting packs and maintain client records.

Skills

Client service ethic

Strong communication skills

Financial product knowledge

Organizational skills

Education

Accredited Level 4 qualification

Job description

Company Description

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. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

We're seeking an ambitious individual to join our Client Admin Financial Planning team in London. 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.

What’s in it for me?

As a Client 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 from whom you will have the opportunity to collaborate and learn.

Hear from the Team

Kate Barton, Head of Client Delivery in our London Office, has recorded an audio clip which brings this role to life. Kate also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click to listen.

As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations (as required).
• Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should

• Proven experience working within Financial Planning / Wealth Management is essential
• Experience working within a client support / financial planner support role is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• An ambition to build a career within a financial services firm, with a willingness to learn and develop
• A strong ethic of client service
• Studying towards an accredited Level 4 qualification preferred but not essential
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• 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

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 are 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.