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- Tasks: Support Investment Managers and enhance client experiences through administrative tasks.
- Company: Join Evelyn Partners, a leading firm in investment management with a focus on diversity and inclusion.
- Benefits: Enjoy hybrid working, competitive salary, private medical insurance, and generous holiday packages.
- Why this job: Gain valuable experience, learn from experts, and develop your career in financial services.
- Qualifications: Experience in financial services, strong communication skills, and a passion for client service required.
- Other info: Flexible adjustments available during the application process to support all candidates.
The predicted salary is between 28800 - 43200 £ per year.
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IFA Client Administrator – Fixed Term, Birmingham
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Client:
Location:
Birmingham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
60113f00f217
Job Views:
6
Posted:
16.07.2025
Expiry Date:
30.08.2025
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Job Description:
Job Description
Client Administrator – Investment Management
What will you be doing?
We’re seeking an ambitious individual to join our Investment Management team in Birmingham, initially on a 6 month Fixed Term contract. You\’ll be responsible for providing full administrative support to Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
What’s in it for me?
As one of our Client Administrators at Evelyn Partners you\’ll have access to a structured training programme and encouraged to continue in your professional development. We also have a team of experienced Investment Managers and Financial Advisers who you\’ll have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 day per week.
As a Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Financial Planners and/or Investment Managers to deliverexcellent 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.
Qualifications
To be successful in this role, you should
- Proven experience working in the financial services industry
- An ambition to build a career within financial services firm, with a willingness to learn and develop
- 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.
- Ability to use judgement and reasoning to propose solutions to problems.
- Knowledge of Investments, Pensions and Life Assurance preferred
- Minimum Grade C in Maths (if associate)
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 for your needs throughout the application process. Please let your Recruiter know.
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IFA Client Administrator - Fixed Term employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Administrator - Fixed Term
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment management. Understanding key concepts like investments, pensions, and life assurance will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the field. Attend industry events or join online forums related to investment management. Building connections can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your organisational skills and client service experience. Think of specific examples where you've successfully managed workloads or built strong client relationships, as these are crucial for the Client Administrator role.
✨Tip Number 4
Research Evelyn Partners and their approach to client service and diversity initiatives. Being knowledgeable about the company’s values and culture will help you demonstrate your genuine interest during the interview process.
We think you need these skills to ace IFA Client Administrator - Fixed Term
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and qualifications required for the IFA Client Administrator position. Tailor your application to highlight relevant experience in financial services and client management.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in the financial services industry. Emphasise your organisational skills, communication abilities, and any relevant qualifications, such as your Grade C in Maths.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your ambition to build a career in financial services and your commitment to providing excellent client service. Mention specific examples of how you've built relationships with clients in the past.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services sector.
How to prepare for a job interview at Evelyn Partners
✨Research the Company
Before your interview, take some time to research Evelyn Partners. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Common Questions
Anticipate questions related to your experience in financial services and your understanding of client administration. Be ready to discuss how you've built relationships with clients in the past and how you handle administrative tasks.
✨Showcase Your Organisational Skills
As a Client Administrator, strong organisational skills are crucial. Prepare examples that demonstrate your ability to manage workloads effectively and maintain accurate records, as this will be key in your role.
✨Ask Insightful Questions
At the end of the interview, ask questions that reflect your interest in the role and the company. Inquire about the team dynamics, training opportunities, or how success is measured in the position. This shows you're engaged and thinking long-term.
