IFA Client Administrator

TN United Kingdom; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an ambitious Client Administrator to join their Financial Planning team in London. This role offers a unique opportunity to provide comprehensive administrative support to Financial Planners while fostering strong client relationships. You will benefit from a structured training program aimed at personal and professional development, alongside the chance to work with experienced Investment Managers. With a hybrid working model and a commitment to inclusivity, this position is perfect for those looking to build a rewarding career in financial services.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holidays

Shared Parental Leave

Qualifications

• Proven experience in Financial Planning or Wealth Management.
• Strong knowledge of financial products such as ISAs, SIPPs, and Pensions.

Responsibilities

• Work closely with Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Prepare meeting packs and maintain client records.

Skills

Financial Planning

Client Support

Communication Skills

Organizational Skills

Knowledge of Financial Products

Education

Level 4 Qualification in Financial Services

Job description

Job Description

We're seeking an ambitious individual to join our Client Admin Financial Planning team in London. You will be responsible for providing full administrative support to Financial Planners and 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. You will also have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.

Hear from the Team

Kate Barton, Head of Client Delivery in our London Office, has recorded an audio clip which brings this role to life. Kate also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.

Responsibilities

• Work closely with Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams for support activities such as scripts, transfers, corporate actions, static data changes, etc.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Qualifications

• Proven experience in Financial Planning / Wealth Management is essential.
• Experience in a client support or financial planner support role is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds, etc.
• Aspirations to build a career within a financial services firm, with a willingness to learn and develop.
• Excellent client service ethic.
• Studying towards an accredited Level 4 qualification is preferred but not essential.
• Strong verbal and written communication skills with relationship-building ability.
• Excellent organizational skills and workload planning ability.

Additional Benefits

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

We value diversity and are committed to creating an inclusive environment. We are happy to make reasonable adjustments during the application process. Please inform your Recruiter of any needs.