IFA Administrator

Evelyn Partners; Belfast; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Belfast is seeking a Client Administrator to provide essential administrative support to Financial Planners and enhance client experience. This hybrid role offers structured training to foster professional growth. Candidates should have experience in the wealth management sector, excellent communication skills, and knowledge of financial products like ISAs and Pensions. Key responsibilities include processing client applications and maintaining records in line with company policies.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Qualifications

• Proven experience working in the wealth management industry or an IFA.
• Strong ability to provide support to Financial Advisors throughout the end-to-end process.
• Knowledge of financial products such as ISAs, Pensions, GIA, and Offshore bonds.

Responsibilities

• Provide full administrative support to Financial Planners.
• Process new business and complete application forms.
• Maintain client records and back-office systems.

Skills

Wealth management experience

Client relationship skills

Communication skills

Organizational skills

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 Financial Planning team in Belfast. 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 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.

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

• To be currently or previously working for an IFA.
• To be client facing / Onboarding clients
• Completing application forms and paperwork / Processing new business
• Preparing meeting packs / Invoices / Withdrawals
• Letters ofauthority / Client servicing / client queries
• Have experience in ISAs / Pensions / SIPPS / SSAS / Offshore bonds
• Work closely with the aligned Financial Planners and / or Investment Managers to deliverexcellent client outcomes
• Liaise with operational teams where support is provided on activities. , scripts, transfers,corporate actions, static data changes, where applicable
• 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 in the wealth management industry / working for an IFA
• Experience of providing support to Financial Advisors throughout end to end process
• Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems
• Knowledge of financial products ISAs, Pensions, GIA, Offshore and Onshore bonds etc
• 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'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.