IFA Administrator - Client Planning & Onboarding (Hybrid)

Evelyn Partners; England; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in England seeks an IFA Administrator to provide administrative support to Financial Planners and build strong client relationships. The ideal candidate will have prior experience in the wealth management industry, specifically with high-net-worth clients. This hybrid role offers professional growth and benefits such as competitive salary and private medical insurance. Join a dynamic team focused on excellence in client outcomes and support.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Qualifications

• Prior experience in the wealth management industry is required.
• Experience dealing with high-net-worth clients is essential.
• Familiarity with ISAs, pensions, SIPPs, SSAS, and offshore bonds.

Responsibilities

• Provide administrative support to Financial Planners.
• Build relationships with clients to ensure a seamless experience.
• Onboard clients and process new business efficiently.

Skills

Client facing experience

Strong communication skills

Organizational skills

Job description

A leading wealth management firm in England seeks an IFA Administrator to provide administrative support to Financial Planners and build strong client relationships. The ideal candidate will have prior experience in the wealth management industry, specifically with high-net-worth clients. This hybrid role offers professional growth and benefits such as competitive salary and private medical insurance. Join a dynamic team focused on excellence in client outcomes and support.