IFA Client Administrator

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

Job summary

Evelyn Partners is looking for a motivated Client Administrator to support their Financial Planning team in Manchester. The role involves administrative support for Financial Planners, client relationship management, and collaboration with various teams to enhance client experiences. Successful candidates will be provided with opportunities for professional growth through structured training and a supportive environment.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience supporting Financial Advisors throughout the end-to-end process.
• Experience dealing with HNW clients.
• Knowledge of financial products like ISAs, Pensions, and Bonds.

Responsibilities

• Provide full administrative support to Financial Planners.
• Build and maintain relationships with clients.
• Prepare meeting packs and maintain client records.

Skills

Proven experience in wealth management

Communication skills

Organisational skills

Judgement and reasoning

Job description

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

Job Description

What will you be doing?

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

Qualifications

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 our 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 after probation.

Responsibilities

• Work closely with Financial Planners and/or Investment Managers 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, where applicable.
• Prepare meeting packs and valuations as required.
• Assist investment managers in preparing new business pitches and presentations.
• Maintain back-office systems and client records in line with company policies.

Skills and Experience

To be successful in this role, you should

• Have proven experience working in the wealth management industry.
• Have experience supporting Financial Advisors through end-to-end processes.
• Have experience dealing with HNW clients.
• Possess knowledge of financial products such as ISAs, Pensions, GIA, Offshore and Onshore bonds.
• Have strong verbal and written communication skills and the ability to build relationships.
• Be able to plan workload effectively and display excellent organizational skills.
• Use judgment and reasoning to propose solutions to problems.

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• 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 upon request.