IFA Administrator

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

Job summary

A leading wealth management company in Southampton is seeking an IFA Administrator to provide full administrative support to Financial Planners and enhance client relationships. This role offers opportunities for personal and professional growth, a structured training program, and collaboration with experienced investment managers. The position requires at least 2 years of relevant experience and includes a hybrid working model with office attendance required three days per week after probation. Benefits include a competitive salary and private medical insurance.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• 2+ years of experience in the wealth management industry.
• Experience with financial products like ISAs, pensions, SIPPs, and offshore bonds.

Responsibilities

• Provide administrative support to Financial Planners.
• Onboard clients and prepare meeting packs.
• Maintain client records in line with company policies.

Skills

Client service ethic

Strong communication skills

Organizational skills

Job description

We're seeking an ambitious individual to join our Financial Planning team in Southampton. 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. 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. For the first 6 months it is a full time office based role.

Responsibilities

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

Qualifications

• 2+ years of prior experience working for an IFA in the wealth‑management industry.
• A strong ethic of client service.
• Experience with financial products: ISAs, pensions, SIPPs, SSAS, offshore bonds.
• Strong verbal and written communication skills with ability to build relationships.
• Ability to fully plan workload and display excellent organisational skills.

About Evelyn Partners

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 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.

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