IFA Client Administrator

Overview

Company 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.

Role Client Administrator within Financial Planning (Birmingham) – this is a hybrid role with in-office requirements. Initially, probation may require five days in the office; subsequently, three days in the office per week.

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• Liaise with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes).
• Preparation of meeting packs and valuations (as required).
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• Encourage client use of portals and other digital tools, providing guidance where required.
• Collaborate and share best practices with colleagues.

• Previous experience supporting Financial Advisors / Planners – ideally 2 to 5 years.
• Knowledge of processing new business, preparing meeting packs, valuations, 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 environment.
• Excellent written and verbal communication, 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.
• Interest in further development through additional qualifications.

• 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 are 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.