IFA Client Administrator

Evelyn Partners; London; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

Join a forward-thinking financial services firm as a Client Administrator, where you will play a vital role in supporting Financial Planners and enhancing client experiences. This position offers a unique opportunity to grow personally and professionally through structured training and collaboration with seasoned professionals. With a commitment to diversity and inclusion, the firm fosters an environment where every individual can thrive. If you are passionate about building a career in financial services and eager to learn, this role is perfect for you. Embrace the chance to contribute to a dynamic team while enjoying a hybrid working model and a range of benefits.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holiday

Shared Parental Leave

Qualifications

• Experience in Financial Planning and client support roles is essential.
• Strong communication and organizational skills are crucial for success.

Responsibilities

• Provide administrative support to Financial Planners and maintain client relationships.
• Prepare meeting packs and manage client records in line with policies.

Skills

Client Service

Communication Skills

Organizational Skills

Financial Planning Knowledge

Ambition to Learn

Education

Level 4 Qualification (preferred)

Tools

Back-office Systems

Job description

IFA Client Administrator - 13 Month FTC

Full-time

Office Location: London

Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Job Description

What will you be doing?

We're seeking an ambitious individual to join our Financial Planning team in London. 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. You will also 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:

• Working closely with the aligned Financial Planners to deliver excellent client outcomes.
• Building relationships with clients and maintaining regular contact.
• Liaising 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.
• Maintaining back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should:

• Have proven experience working within Financial Planning.
• Have experience working within a client support/financial planner supporting role.
• Possess knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds, etc.
• Have an ambition to build a career within a financial services firm, with a willingness to learn and develop.
• Exhibit a strong ethic of client service.
• Be studying towards an accredited Level 4 qualification (preferred but not essential).
• Demonstrate strong verbal and written communication skills with an ability to build relationships.
• Have the ability to fully plan workload and display excellent organisational skills.

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 dependent)
• 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 your needs throughout the application process. Please let your Recruiter know.