IFA Client Administrator

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

Job summary

Evelyn Partners is seeking an ambitious IFA Client Administrator in Exeter. This hybrid role involves supporting Financial Planners and delivering exceptional client service. You'll benefit from a structured training program and collaborate with experienced professionals.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Previous experience in an administrative role.
• Proven experience working in financial or professional services.

Responsibilities

• Provide full administrative support to Financial Planners.
• Organize client review meetings and prepare meeting packs.
• Collaborate and share best practices with colleagues.

Skills

Client Service

Communication

Organizational Skills

Education

National 5 (N5) Grade C in Maths and English

Job description

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Company 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.

Company 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 Exeter, 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 an 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, 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.

As an Client Administrator, your responsibilities will include among others:

• To support the Financial Advisors in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner.
• Responsible for organising client review meetings and preparing meeting packs and required valuations.
• Responsible for post and other front office activities as required.
• To collaborate and share best practices with colleagues.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
  
  

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 or professional services
• 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:

• 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
  
  

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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