IFA Administrator

Evelyn Partners; Liverpool; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading wealth management firm in Liverpool seeks an experienced professional to excel in delivering client outcomes and maintaining client records. This hybrid role requires excellent communication skills and the ability to deal with high-net-worth clients, alongside a minimum of two years’ experience in the wealth management industry. Benefits include competitive salary and private medical insurance, with opportunities for professional development.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Minimum two years of experience in wealth management or IFA.
• Ability to deal with HNW clients and propose solutions.
• Familiarity with ISAs, pensions, SIPPs, SSAS, offshore bonds.

Responsibilities

• Deliver excellent client outcomes with aligned FPs.
• Process new business and prepare meeting packs.
• Maintain back-office systems and client records.

Skills

Client-facing experience

Organisational skills

Verbal communication

Written communication

Problem-solving skills

Education

Degree qualified (not essential)

Tools

Financial products knowledge

Job description

Overview

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 with whom you will have the opportunity to collaborate and learn from.

This is a hybrid working role with a requirement to be in the office 3 days per week after probation.

Responsibilities

• Work closely with the aligned FPs to deliver excellent client outcomes, build relationships and maintain regular contact.
• Onboard clients, process new business, and prepare meeting packs and valuations (as required).
• Complete application forms and paperwork – invoices & withdrawals, letters of authority, and client servicing or 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 company policies.

Qualifications

• Prior experience or currently working for an IFA in the wealth‑management industry (ideally a minimum of two years).
• Client‑facing experience dealing with HNW clients and the ability to use judgement & reasoning to propose solutions to problems.
• Experience with financial products: ISAs, pensions, SIPPs, SSAS, offshore bonds.
• Strong verbal and written communication skills with an ability to build relationships.
• Ability to fully plan workload, display excellent organisational skills, work under pressure, and prioritise work.
• Excellent standard of education (degree qualified but not essential); interested in further development through additional qualifications.

Benefits

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

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 toward their goals.

Inclusion & Diversity

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. Evelyn Partners has a wide range of highly active employee resource groups and is 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 your needs throughout the application process. Please let your recruiter know.