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- Tasks: Support Financial Planners and enhance client experiences through administrative tasks.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy private medical insurance, generous holidays, and opportunities for professional development.
- Why this job: Join a passionate team dedicated to empowering clients and fostering your career growth.
- Qualifications: Experience in financial planning and strong communication skills are essential; Level 4 qualification preferred.
- Other info: Diversity and inclusion are core values, with support for all colleagues throughout the application process.
The predicted salary is between 28800 - 43200 £ per year.
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.
What will you be doing? We're seeking an ambitious individual to join our Client Admin Financial Planning team in London, 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 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, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
As a Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Financial Planners and 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).
- Maintain back-office systems and client records in line with the company policies.
Qualifications To be successful in this role, you should:
- Proven experience working within Financial Planning / Wealth Management is essential.
- Experience working within a client support / financial planner support role is essential.
- Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
- An ambition to build a career within financial services firm, with a willingness to learn and develop.
- 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:
- Private medical insurance.
- Life assurance.
- Pension contribution.
- 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.
IFA Client Administrator employer: Evelyn Partners Limited
Contact Detail:
Evelyn Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Administrator
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as ISAs, SIPPs, and Pensions. Understanding these products will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning and wealth management sectors. Attend industry events or join relevant online forums to connect with people who can provide insights about the role and potentially refer you.
✨Tip Number 3
Listen to the audio clip from Kate Barton, the Head of Client Delivery. This will give you a better understanding of the company culture and expectations, allowing you to tailor your approach during the interview.
✨Tip Number 4
Prepare questions that show your enthusiasm for personal and professional development. Ask about the structured training programme and opportunities for ongoing qualifications, as this aligns with the company's commitment to growth.
We think you need these skills to ace IFA Client Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the IFA Client Administrator position at Evelyn Partners. Understand the key responsibilities and qualifications required, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning or client support roles. Mention specific financial products you are familiar with, such as ISAs, SIPPs, and Pensions, to demonstrate your knowledge.
Showcase Communication Skills: Since strong communication skills are essential for this role, provide examples in your application that showcase your ability to build relationships and communicate effectively with clients and colleagues.
Express Your Ambition: Convey your ambition to grow within the financial services sector in your cover letter. Mention any relevant qualifications you are pursuing or plan to pursue, as well as your willingness to learn and develop professionally.
How to prepare for a job interview at Evelyn Partners Limited
✨Show Your Knowledge of Financial Products
Make sure to brush up on your knowledge of financial products like ISAs, SIPPs, and Pensions. Being able to discuss these confidently will demonstrate your understanding of the industry and show that you're prepared for the role.
✨Emphasise Client Relationship Skills
Since building relationships with clients is key in this role, be ready to share examples of how you've successfully managed client interactions in the past. Highlight your communication skills and your commitment to providing excellent client service.
✨Demonstrate Organisational Skills
Prepare to discuss how you manage your workload and prioritise tasks. Providing specific examples of how you've organised projects or handled multiple responsibilities will showcase your ability to thrive in a busy environment.
✨Express Your Willingness to Learn
Evelyn Partners values personal and professional growth, so make sure to convey your ambition to develop within the financial services sector. Mention any relevant qualifications you're pursuing or training programmes you're interested in.
