IFA Client Administrator

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

Job summary

An established industry player in wealth management is seeking an ambitious Financial Planning Client Administrator to join their Birmingham team. In this role, you will provide essential administrative support to Financial Planners while building strong client relationships. The firm is committed to your personal and professional growth, offering structured training programs and opportunities for continuous development. With a focus on delivering excellent client outcomes, you will play a key role in preparing meeting materials and maintaining client records. Join a diverse and inclusive workplace where your contributions will be valued and supported.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience in an administrative role within financial services is preferred.
• Strong communication and organizational skills are essential.

Responsibilities

• Provide administrative support to Financial Planners for client outcomes.
• Build and maintain relationships with clients for a positive experience.

Skills

Client Service Ethic

Verbal Communication

Written Communication

Organizational Skills

Education

National 5 (N5) Grade C in Maths and English

Level 4 Qualification (preferred)

Job 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 towards their goals.

Job Description

We're seeking an ambitious individual to join our Financial Planning team in Birmingham. 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.

What's in it for me?

As a Financial Planning Client 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, and you will have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.

As a Client Administrator, your responsibilities will include:

• Working closely with the aligned Financial Planners to deliver excellent client outcomes.
• Building relationships with clients and maintaining regular contact.
• Liaising 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.
• Assisting investment managers in the preparation of new business pitches and presentations.
• Maintaining back-office systems and client records in line with company policies.

Qualifications

To be successful in this role, you should have:

• National 5 (N5) Grade C in Maths and English or above, which is equivalent to GCSE in England.
• Previous experience in an administrative role.
• Proven experience working in the financial services industry.
• A strong ethic of client service.
• Studying towards an accredited Level 4 qualification preferred but not essential.
• Strong verbal and written communication skills with an ability to build relationships.
• The ability to fully plan workload and display excellent organisational skills.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Private medical insurance.
• Life assurance.
• Pension contribution.
• Generous holiday package.
• Option to purchase additional holiday.
• Shared parental leave.

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 your needs throughout the application process. Please let your Recruiter know.