IFA Client Administrator

Overview

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. The team is responsible for providing 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 will need to be 5 days in the office during probation).

• Work closely with the aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Prepare meeting packs and valuations (as required).
• Process all business in accordance with required processes and proactive pipeline management, including establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors by ensuring risks are logged with mitigating actions and controls.

• Have previous administrative experience supporting Financial Planners / Wealth Managers.
• Have experience of processing new business, preparing meeting packs, valuations, withdrawals.
• Hold knowledge of financial products ISAs, GIAs, SIPPs, Pensions, Offshore Bonds & Trusts.
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work in an extremely busy and fast paced environment.
• Excellent communication skills, both influencing and organizational.

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

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.