IFA Administrator

evelyn Partners; Grove Green; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services provider in the UK is seeking a Financial Planning Support Specialist to provide administrative support to Financial Planners. The role involves maintaining client records, liaising with operational teams, and ensuring compliance with regulatory standards. Ideal candidates will have a strong client service ethic, excellent communication skills, and proven experience in financial planning support. The position offers a hybrid working model and benefits including private medical insurance and a generous holiday package.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience working in financial planning support.
• Ability to manage client onboarding and preparation of documents.
• Exceptional communication skills and ability to prioritize effectively.

Responsibilities

• Work closely with Financial Planners to deliver client outcomes.
• Maintain client records and back-office systems.
• Process business per required procedures and manage pipelines.

Skills

Client service ethic

Excellent communication skills

Organizational skills

Pressure management

Judgment and reasoning

Education

Degree qualified or equivalent

Job description

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• 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).
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• Encourage client use of portal and other digital tools, providing guidance where required.
• Collaborate and share best practices with colleagues.

Qualifications

• Proven experience working in the financial planning supporting financial advisers/planners throughout day to day.
• Onboarding clients, while processing of business and preparation of meeting packs and valuations.
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills both written and verbal, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.
• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.

Benefits

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

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.

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.