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IFA Client Administrator

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Evelyn Partners

20d ago

  • Job
    Full-time
    Junior, Mid & Senior Level
  • People, HR & Administration
    Banking & Finance
  • Birmingham
  • Quick Apply

AI generated summary

  • You should have Grade C in Maths and English (or equivalent), client admin experience in finance, strong communication skills, a client service ethic, and excellent organizational abilities.
  • You will support Financial Planners, maintain client relationships, prepare meeting materials, assist in business pitches, and ensure accurate back-office records.

Requirements

  • To be successful in this role, you should have:
  • Maths and English Grade C or above or equivalent
  • Previous experience in a client administrative role supporting financial advisers/ planners
  • Proven experience working in the financial services industry
  • A strong ethic of client service.
  • Strong (verbal and written) communication skills with an ability to build relationships
  • The ability to fully plan workload and display excellent organisational skills.

Responsibilities

  • To work closely with the aligned Financial Planners to deliver excellent client outcomes.
  • To 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.
  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation of new business pitches and presentations
  • Maintain back-office systems and client records in line with the company policies.

FAQs

What type of role is being offered?

The position is an IFA Client Administrator role within the Client Admin Financial Planning team.

What is the company name and what do they specialize in?

The company is Evelyn Partners, and they specialize in integrated wealth management and professional services.

Where is the job located?

The job is located in Birmingham.

What are the working hours for this role?

This is a hybrid working role with a requirement to be in the office 3 days per week.

What qualifications are required for this position?

Candidates should have Maths and English Grade C or above or equivalent, previous experience in a client administrative role supporting financial advisers/planners, proven experience in the financial services industry, a strong ethic of client service, strong communication skills, and excellent organizational skills.

What kind of support will I receive for my professional development?

You will have access to a structured training program, ongoing studies, and qualifications, as well as opportunities to collaborate with experienced Investment Managers and Financial Advisers.

What kind of benefits are offered to employees?

Benefits include a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.

Is diversity and inclusion valued at Evelyn Partners?

Yes, Evelyn Partners is committed to fostering a diverse workforce and has various initiatives to promote equity and inclusion across the organization.

Will there be support for adjustments during the application process?

Yes, reasonable adjustments can be made to accommodate your needs throughout the application process. You should inform your Recruiter of any requirements.

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Evelyn Partners

Placing the power of good advice into more hands

Finance
Industry
1001-5000
Employees
1836
Founded Year

Mission & Purpose

At Evelyn Partners (formerly Tilney Smith & Williamson), their longstanding commitment has been to provide sound advice, empowering individuals and businesses to thrive. With nearly two centuries of experience, their mission is to democratise access to quality advice, ensuring it's available to all, regardless of financial status. As the UK's premier integrated wealth management and professional services group, they cater to diverse client needs, from individual wealth management to comprehensive business services. Through a personalised approach and deep understanding, they aim to support clients in achieving their most meaningful goals.

Culture & Values

  • Personal: 'we treat you as an individual'

    We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.

  • Partnership: 'we go further together'

    We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.

  • Performance: 'we strive for more'

    We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Benefits

  • Holidays

    Competitive annual leave allowance and access to additional holidays.

  • Benefits

    Income protection, life assurance, a generous pension scheme and much more.

  • Wellbeing

    Private medical insurance, discounts at over 3,000 gyms, studios, fitness centres and sports clubs across the UK, plus access to our Employee Assistance Programme and Cycle to Work scheme.

  • Family

    In addition to offering paid maternity leave, we also offer paternity, adoption and shared parental leave schemes.