IFA Client Administrator

IFA Client Administrator – Evelyn Partners

Location:

Nottingham, United Kingdom

Join the Evelyn Partners team and take the next step in your wealth‑management career. As a Client Administrator you will support Financial Planners, build client relationships and deliver a seamless client experience. You will benefit from a structured training programme and a collaborative environment with experienced Investment Managers and Advisers.

• Provide comprehensive client service administration to Financial Planners and deliver excellent client outcomes.
• Schedule and coordinate client meetings, complete documentation for new business submissions and update the CRM system accurately.
• Act as the primary point of contact for client queries.
• Prepare client reports, Letters of Authority and process withdrawal and drawdown requests.
• Maintain high standards of accuracy and compliance throughout all administrative processes.

• National 5 (N5) Grade C in Maths and English or equivalent GCSE.
• Previous administrative experience supporting Financial Planners or Wealth professionals.
• Experience onboarding clients, preparing meeting packs, processing Letters of Authority and supporting transfers.
• Knowledge of financial products such as ISAs, GIAs, SIPPs, Pensions, Offshore Bonds.
• Strong client‑service ethic and excellent communication skills.
• Strong organisational skills and ability to plan workload effectively.

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (hybrid working model of 3 days in office and 2 days working from home after 6‑month probation)
• Generous holiday package with option to purchase additional holiday
• Shared parental leave

Hybrid working model: 3 days in office and 2 days working from home after a 6‑month probationary period.

Evelyn Partners values diversity, equity and inclusion. Reasonable adjustments are available during the application process.