Administrator - Independent Financial Adviser (Ifa)
6 days ago
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.
We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
We’re seeking an ambitious individual to join our Financial Planning team in Liverpool. 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.
As an IFA 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.
This is a hybrid working role with a requirement to be in the office 3 days per week after probation.
As an IFA Administrator, your responsibilities will include among others:
scripts, transfers, corporate actions, static data changes, where applicable
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
Be client facing, have experience of dealing with HNW clients and an ability to use judgement & reasoning to propose solutions to problems.
Have experience in most of these financial products:- ISAs/Pensions/SIPPS/SSAS/Offshore bonds
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
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.
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