IFA Client Administrator

Evelyn Partners; Leeds; Hybrid; GBP 25,000 - 40,000; Full time

Job summary

Evelyn Partners is seeking an Administrative Support professional to provide comprehensive assistance to Financial Planners and Investment Managers. The successful candidate will ensure client satisfaction through excellent service delivery and operational support while adhering to industry regulations. The role offers a competitive salary, benefits including private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• 2 to 5 years experience in wealth management.
• Supporting Senior Management or Financial Advisors.
• Proven end-to-end support experience.

Responsibilities

• Provide administrative support to Financial Planners and Investment Managers.
• Maintain back-office systems and client records.
• Prepare meeting packs and valuations.

Skills

Client Service

Communication Skills

Organizational Skills

Ability to Work Under Pressure

Job description

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Job Description

To provide full administrative support to Financial Planners and Investment Managers, ensuring client satisfaction through direct contact with clients and operational colleagues, while adhering to regulatory standards.

Some of your responsibilities will be to:

• Work closely with Financial Planners and Investment Managers to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with company policies.
• Request policy information from third-party policy providers if applicable.
• Liaise with operational teams on activities such as scripts, transfers, corporate actions, static data changes, where applicable.
• Prepare meeting packs and valuations as required.

Qualifications

To be successful in this role, you should have:

• Proven experience in wealth management, ideally 2 to 5 years.
• Experience supporting Senior Management, Financial Advisors, or Investment Managers.
• Experience providing end-to-end support.
• A strong ethic of client service.
• Ability to work under pressure and prioritize tasks.
• Excellent written and verbal communication, influencing, and organizational skills.

Additional Information

Benefits include:

• 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 an inclusive environment. We offer reasonable adjustments during the application process. Please inform your Recruiter of any needs.