IFA Administrator

Evelyn Partners; England; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Knutsford is seeking an experienced IFA Administrator to provide administrative support to Financial Planners, build client relationships, and maintain back-office systems. The role requires experience in the Wealth management industry, especially with high-net-worth clients and financial products like ISAs and Pensions. They offer a competitive salary and a supportive hybrid working environment.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience working for an IFA in the Wealth management industry.
• Experience dealing with high-net-worth (HNW) clients.
• Ability to use judgment & reasoning to propose solutions.

Responsibilities

• Work closely with aligned FPs / Investment Managers.
• Onboard clients and process new business.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records.

Skills

Client facing

Problem-solving

Organisational skills

Communication skills

Judgement & reasoning to propose solutions

Tools

ISAs

Pensions

SIPPS

SSAS

Offshore bonds

Job description

Job Description

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.

What will you be doing?

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.

What’s in it for me?

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 alignedFPs / Investment Managers to deliverexcellent client outcomes, build relationshipsand maintain regular contact.
• Onboarding clients / processing new business / preparation of meeting packs and valuations (as required)
• Completing application forms and paperwork -Invoices & Withdrawals
• Letters ofauthority / 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

To be successful in this role, you should have experience as follows : -

• Have prior experienceor 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

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.