IFA Client Administrator

evelyn Partners; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in Bristol is seeking a Client Administrator to join their Financial Planning team. This hybrid role involves providing administrative support to Financial Planners, maintaining client relationships, and ensuring excellent client outcomes. Candidates should have a strong commitment to client service, communication skills, and an ambition to develop within the industry. The position offers a competitive salary and a diverse range of benefits, contributing to personal and professional growth.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience in the financial services industry is ideal.
• Willingness to learn and develop a career in finance.
• Knowledge of financial products like ISAs, Pensions.

Responsibilities

• Work closely with Financial Planners to improve client outcomes.
• Build and maintain client relationships.
• Prepare meeting packs and client records.

Skills

Client service ethic

Strong communication skills

Organizational skills

Judgement and reasoning

Job description

Overview

We're seeking an ambitious individual to join our Financial Planning team in Bristol. As a Client Administrator at Evelyn Partners you will be responsible for providing full administrative support to Financial Planners, building relationships with clients to deliver a positive and sleek client experience. This is a hybrid working role with a requirement to be in the office 3 days per week after completion of full‑time probation and a structured training program to support your personal and professional development.

Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities (scripts, transfers, corporate actions, static data changes, where applicable).
• Preparation of meeting packs and valuations (as required).
• 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

• Ideally proven experience working in the financial services industry.
• An ambition to build a career within a financial services firm, with a willingness to learn and develop.
• A strong ethic of client service.
• Strong communication skills with an ability to build relationships.
• The ability to fully plan workload and display excellent organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.
• Knowledge of financial products such as Investments, ISAs, GIAs, Pensions.

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

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.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.