IFA Client Administrator

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

Job summary

Evelyn Partners is seeking a Client Administrator for their Financial Planning team in Liverpool. This hybrid position involves providing administrative support, building client relationships, and collaborating with experienced Investment Managers. The role offers opportunities for personal and professional growth, along with a structured training program.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Shared parental leave

Qualifications

• Proven experience working in wealth management industry.
• Experience of providing support to Financial Advisors.
• Knowledge of financial products such as ISAs, Pensions, GIA.

Responsibilities

• Provide full administrative support to Financial Planners.
• Build relationships with clients to deliver a positive client experience.
• Assist investment managers with business pitches and presentations.

Skills

Experience in wealth management

Client relationship building

Strong communication skills

Organizational skills

Judgment and reasoning skills

Job description

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We’re seeking an ambitious individual to join our Financial Planning team in Liverpool, 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.

Job Description

What will you be doing?

We’re seeking an ambitious individual to join our Financial Planning team in Liverpool, 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 deliverexcellent 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.