IFA Client Administrator

Evelyn Partners; Knutsford; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Evelyn Partners is seeking an IFA Client Administrator to join their Financial Planning team in Knutsford. The role involves supporting Financial Planners with administrative tasks, fostering client relationships, and contributing to excellent client outcomes. This opportunity offers personal and professional development in a supportive, hybrid working environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience in the wealth management industry.
• Experience supporting Financial Advisors in the end-to-end process.
• Knowledge of financial products such as ISAs and Pensions is required.

Responsibilities

• Provide full administrative support to Financial Planners.
• Build and maintain relationships with clients.
• Assist in the preparation of meeting packs and valuations.

Skills

Communication

Organizational Skills

Client Relationship Management

Job description

Join to apply for the IFA Client Administrator role at Evelyn Partners

1 day ago Be among the first 25 applicants

Join to apply for the IFA Client Administrator role at Evelyn Partners

Get AI-powered advice on this job and more exclusive features.

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.

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

What will you be doing?

We’re seeking an ambitious individual to join our Financial Planning team in Knutsford, 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 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 day per week after probation.

Qualifications

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

• To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise 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)
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain back-office systems and client records in line with the company policies.
  
  

Skills And Experience

To be successful in this role, you should

• Proven experience working in wealth management industry
• Experience of providing support to Financial Advisors throughout end to end process
• Experience of dealing with HNW clients
• Knowledge of financial products i.e. ISAs, Pensions, GIA, Offshore and Onshore bonds etc
• Strong (verbal and written) 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.
  
  

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

Referrals increase your chances of interviewing at Evelyn Partners by 2x

Sign in to set job alerts for “Client Administrator” roles.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.