IFA Client Administrator

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

Job summary

An established industry player in wealth management is seeking an IFA Client Administrator to join their dynamic team in Birmingham. This hybrid role offers the chance to provide essential administrative support to Financial Planners while fostering positive client relationships. The ideal candidate will have a strong client service ethic, excellent communication skills, and a background in administration, preferably within the financial sector. With structured training and professional development opportunities, this position is perfect for those looking to grow in a collaborative environment. Join a company that values diversity and is committed to inclusivity.

Benefits

Structured training and professional development

Private medical insurance

Life assurance

Pension contributions

Generous holiday package

Shared parental leave

Qualifications

• Experience in an administrative role within financial services.
• Strong client service ethic and excellent communication skills.

Responsibilities

• Assist Financial Advisors with administrative tasks and client meetings.
• Organize client review meetings and prepare necessary documentation.

Skills

Administrative Support

Client Service

Organizational Skills

Communication Skills

Education

GCSE in Maths and English

Level 4 Qualification (studying towards)

Job description

Job Views:

6

GBP Negotiable

Job Description:

IFA Client Administrator at Evelyn Partners is a hybrid role based in Exeter EX QA, United Kingdom. The position is suitable for candidates with a GCSE qualification. This vacancy is in the Administration field and has been publicly advertised.

Job Responsibilities:

Company Description:

Evelyn Partners is a UK leader in wealth management, offering personalized investment management and financial planning. Our success relies on our dedicated team, committed to placing good advice into more hands and understanding client needs to help them achieve their goals.

Role Overview:

We seek an ambitious individual to join our Financial Planning team in Birmingham, providing administrative support to Financial Planners and fostering positive client relationships to ensure a seamless client experience.

Benefits:

• Structured training and professional development opportunities
• Support for ongoing studying and qualifications
• Collaborative environment with experienced Investment Managers and Financial Advisers
• Hybrid working (3 days in the office per week)

Key Responsibilities:

• Assist Financial Advisors with administrative tasks, ensuring high standards and timeliness
• Organize client review meetings, prepare meeting packs and valuations
• Handle post and front office activities
• Collaborate and share best practices with colleagues
• Identify and report risks, breaches, or errors with appropriate mitigation

Qualifications:

• National 5 (N5) Grade C in Maths and English or equivalent to GCSE
• Experience in an administrative role
• Experience in financial or professional services
• Strong client service ethic
• Studying towards Level 4 qualification is a plus
• Excellent communication and relationship-building skills
• Strong organizational and workload planning skills

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday package with options to purchase extra
• Shared parental leave

We value diversity and are committed to providing an inclusive environment. Reasonable adjustments are available during the application process.

Keywords: Exeter jobs

Application deadline: 2025-06-01