IFA Client Administrator

TN United Kingdom; Exeter; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join an innovative firm as a Client Administrator, where you will provide essential support to Financial Planners while enhancing your professional skills. This hybrid role allows you to work flexibly, with a structured training program that promotes personal development and continuous learning. You will play a vital role in delivering top-notch client experiences, organizing meetings, and ensuring administrative excellence. Collaborate with experienced Investment Managers and Financial Advisers in a dynamic environment that values diversity and inclusivity. If you're ready to take the next step in your career, this opportunity is perfect for you.

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, preferably in financial services.
• Strong communication skills and client service ethic.

Responsibilities

• Support Financial Advisors with administration activities.
• Organize client review meetings and prepare necessary documentation.
• Manage front office activities and collaborate with colleagues.

Skills

Client Service Ethic

Verbal Communication

Written Communication

Organizational Skills

Administrative Experience

Education

National 5 (N5) in Maths and English

Level 4 Qualification (preferred)

Job description

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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 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 in personal development. We encourage continuous professional development via ongoing studying and qualifications. Additionally, you will have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.

This is a hybrid working role with a requirement to be in the office 3 days per week.

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

1. Supporting Financial Advisors in the delivery of administration activities, ensuring work is delivered to a high standard and in a timely manner.
2. Organising client review meetings and preparing meeting packs and required valuations.
3. Managing post and other front office activities as required.
4. Collaborating and sharing best practices with colleagues.
5. Identifying and reporting any risks, breaches, or errors, ensuring risks are logged with 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 sector.
• 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.
• Excellent organisational skills and the ability to fully plan workload.

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value diversity and are committed to creating an inclusive environment. We welcome applications from all backgrounds and are happy to make reasonable adjustments during the application process.