IFA Administrator

IFA Administrator

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.

We’re seeking an ambitious individual to join our Financial Planning team in Birmingham. You will provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards. This is a hybrid working role with a requirement to be in the office 3 days per week (initially 5 days during probation).

• Work closely with aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back‑office systems and client records in line with company policies.
• Request policy information from third‑party policy providers where applicable.
• Liaise with operational teams (scripts, transfers, corporate actions, static data changes, where applicable).
• Prepare meeting packs and valuations as required.
• Process all business in accordance with required processes & proactive pipeline management, including establishing new accounts on internal systems and collating AML documentation.
• Identify and report any risks, breaches or errors; ensure risks are logged through to mitigating actions and controls.
• Encourage client use of portal and other digital tools; provide guidance where required.
• Collaborate and share best practices with colleagues.

• Previous experience supporting Financial Advisors or Planners – ideally 2 to 5 years.
• Knowledge of processing new business, preparing meeting packs, valuations and withdrawals.
• Knowledge of financial products (ISAs, GIAs, SIPPs, Pensions, Offshore Bonds & Trusts).
• A strong ethic of client service.
• Ability to work under pressure and prioritise work in a busy, fast‑paced environment.
• Excellent written and verbal communication skills, with influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

• Excellent standard of education – ideally degree qualified, but not essential.
• Interested in further development through additional qualifications.

• 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. Evelyn Partners has a wide range of highly active employee resource groups and is 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.

Seniority level:
Associate

Employment type:

Full‑time

Job function:
Administrative