IFA Administrator

Evelyn Partners; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

A leading financial services firm is seeking an IFA Administrator to join their Financial Planning team in Leeds. The role involves providing comprehensive administrative support to Financial Planners and maintaining strong client relationships. Ideal candidates will have at least one year of experience in Financial Services, a strong client service ethic, excellent communication skills, and a willingness to grow within the financial sector. The position offers a competitive salary and a hybrid working model, among other benefits.

Qualifications

• 1 year of experience in Financial Services.
• Strong knowledge of financial products like ISAs, SIPPs, and Pensions (preferred).
• Ambition to develop a career in financial services.
• Ability to manage workload efficiently.

Responsibilities

• Support Financial Planners in achieving client outcomes.
• Build and maintain client relationships.
• Prepare meeting packs and client records.
• Coordinate with operational teams on support activities.

Skills

Client service ethic

Verbal communication

Written communication

Organisational skills

Knowledge of financial products

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.

Role Overview

We're seeking ambitious individuals to join our Financial Planning team in Leeds as an IFA Administrator. You will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.

Responsibilities

• Working closely with Financial Planners to deliver excellent client outcomes.
• 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).
• Preparation of meeting packs and valuations (as required).
• Maintain back‑office systems and client records in line with company policies.

Qualifications

• 1 year of experience working within Financial Services.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds (preferable but not essential).
• Ambition to build a career within a financial services firm, with willingness to learn and develop.
• Strong ethic of client service.
• Strong verbal and written communication skills with an ability to build relationships.
• Ability to fully plan workload and display excellent organisational skills.

Benefits

• 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

Additional Information

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of employee resource groups and are delivering multiple diversity, equity and inclusion initiatives across the organisation. We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and can achieve their full potential.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Administrative

Location

Leeds, UK

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