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- Tasks: Support Financial Planners and enhance client experiences in a dynamic team.
- Company: Evelyn Partners, a leading UK wealth management firm.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Kickstart your career in finance while making a real difference for clients.
- Qualifications: 1 year in Financial Services and a passion for client service.
- Other info: Join a diverse team committed to inclusion and personal growth.
The predicted salary is between 30000 - 42000 £ per year.
Company Description: 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.
Role Overview: We're seeking ambitious individuals to join our Financial Planning team in Leeds as an IFA Administrator. You will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.
Responsibilities:
- Working closely with Financial Planners to deliver excellent client outcomes.
- 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).
- Preparation of meeting packs and valuations (as required).
- Maintain back‐office systems and client records in line with company policies.
Qualifications:
- 1 year of experience working within Financial Services.
- Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds (preferable but not essential).
- Ambition to build a career within a financial services firm, with willingness to learn and develop.
- Strong ethic of client service.
- Strong verbal and written communication skills with an ability to build relationships.
- Ability to fully plan workload and display excellent organisational skills.
Benefits:
- 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
Additional Information: We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of employee resource groups and are delivering multiple diversity, equity and inclusion initiatives across the organisation. We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and can achieve their full potential. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
IFA Administrator in Leeds employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know someone at Evelyn Partners. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by researching Evelyn Partners and their approach to client service. We want to see your enthusiasm for their values and how you can contribute to their mission of delivering excellent client outcomes.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed workloads or improved processes in previous roles. This will demonstrate your ability to support Financial Planners effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Evelyn Partners.
We think you need these skills to ace IFA Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Administrator role. Highlight any relevant experience in financial services and showcase your organisational skills. We want to see how you can contribute to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since strong verbal and written communication is key for this role, make sure your application reflects that. Use clear language and check for any typos or errors. We appreciate attention to detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Brush up on your knowledge of financial products like ISAs, SIPPs, and Pensions. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed workloads or organised tasks in previous roles. This will demonstrate your ability to handle the administrative demands of the IFA Administrator position.
✨Build Rapport with Your Interviewers
Practice your communication skills by engaging in small talk or asking questions during the interview. Building a connection can make you more memorable and show your client service ethic.
✨Prepare for Scenario Questions
Think about potential scenarios you might face in the role, such as handling client queries or liaising with operational teams. Prepare structured responses to showcase your problem-solving abilities.