Wealth Planning Admin – Client‑Focused, Hybrid Role

Evelyn Partners; England; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Knutsford is seeking an experienced IFA Administrator to provide administrative support to Financial Planners, build client relationships, and maintain back-office systems. The role requires experience in the Wealth management industry, especially with high-net-worth clients and financial products like ISAs and Pensions. They offer a competitive salary and a supportive hybrid working environment.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience working for an IFA in the Wealth management industry.
• Experience dealing with high-net-worth (HNW) clients.
• Ability to use judgment & reasoning to propose solutions.

Responsibilities

• Work closely with aligned FPs / Investment Managers.
• Onboard clients and process new business.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records.

Skills

Client facing

Problem-solving

Organisational skills

Communication skills

Judgement & reasoning to propose solutions

Tools

ISAs

Pensions

SIPPS

SSAS

Offshore bonds

Job description

A financial services firm in Knutsford is seeking an experienced IFA Administrator to provide administrative support to Financial Planners, build client relationships, and maintain back-office systems. The role requires experience in the Wealth management industry, especially with high-net-worth clients and financial products like ISAs and Pensions. They offer a competitive salary and a supportive hybrid working environment.