IFA Client Administrator

We're seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Financial Planning Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally. You will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.

As a Client Administrator, your responsibilities will include among others:

• Working closely with the aligned Financial Planners to deliver excellent client outcomes.
• Building relationships with clients and maintaining regular contact.
• Liaising 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).
• Assisting investment managers in the preparation of new business pitches and presentations.
• Maintaining back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should have:

• National 5 (N5) Grade C in Maths and English or above, which is equivalent to GCSE in England.
• Previous experience in an administrative role.
• Proven experience working in the financial services industry.
• A strong ethic of client service.
• Studying towards an accredited Level 4 qualification preferred but not essential.
• Strong (verbal and written) communication skills with an ability to build relationships.
• The ability to fully plan workload and display excellent organisational skills.

Additional Information

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 your needs throughout the application process. Please let your Recruiter know.