IFA Client Administrator

Evelyn Partners; Maidstone; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm in the United Kingdom seeks a Client Administrator to join their Financial Planning team in Maidstone. This role involves providing comprehensive client service administration, scheduling meetings, and supporting Financial Planners. Candidates should have experience in administrative tasks and a strong client service ethic. The position offers a competitive salary and a hybrid working model after an initial in-office training period.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Qualifications

• Previous administrative experience supporting Financial Planners or Wealth professionals.
• Experience onboarding clients and preparing meeting packs.
• Knowledge of financial products such as ISAs and Pensions.

Responsibilities

• Provide comprehensive client service administration to Financial Planners.
• Schedule and coordinate client meetings and document submissions.
• Act as primary point of contact for client queries.
• Prepare client reports and process withdrawal requests.
• Maintain high standards of accuracy and compliance.

Skills

Client service ethic

Strong communication skills

Organizational skills

Education

National 5 (N5) Grade C in Maths and English or equivalent

Job description

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

We’re seeking a talented individual to join our Financial Planning team in Nottingham, which is 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 program 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 role will initially be in office for 6 month probation and then move to a hybrid working model of 3 days in office and 2 days working from home.

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

• Providing comprehensive client service administration to aligned Financial Planners to deliver excellent client outcomes.
• Scheduling and coordinating client meetings, completing documentation for compliant new business submissions, and updating the CRM system accurately.
• Acting as the primary point of contact for client queries.
• Preparing client reports, Letters of Authority and processing withdrawal and drawdown requests.
• Ensuring smooth workflow and maintaining high standards of accuracy and compliance in all administrative processes.

Qualifications

To be successful in this role, you should:

• National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE.
• Have previous administrative experience supporting Financial Planners or Wealth professionals.
• Have experience of onboarding clients, preparing meeting packs, processing Letters of Authority and supporting transfers.
• Have knowledge of financial products such as ISAs, GIAs, SIPPs, Pensions, Offshore Bonds.
• A strong ethic of client service.
• Strong communication skills with an ability to build relationships.
• 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 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.