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Company DescriptionEvelyn 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 guided by our purpose – placing the power of good advice into more hands – and we go further to understand the needs of our clients and what matters most to them. We help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.Job SummaryWe’re seeking an ambitious individual to join our Financial Planning team in Belfast as an IFA Administrator. You will be responsible for providing full administrative support to Financial Planners, building relationships with clients to deliver a positive and sleek client experience. This is a hybrid working role with a requirement to be in the office 3 days per week following probation.ResponsibilitiesIdeally some experience of working for an IFA.Ideally some client facing experience & onboarding new clients.Completing application forms and paperwork / processing new business.Preparing meeting packs, invoices and withdrawals.Letters of authority / client servicing / client queries.Have experience in ISAs / pensions / SIPPS / SSAS / offshore bonds.Work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.Liaise with operational teams where support is provided on activities (scripts, transfers, corporate actions, static data changes, where applicable).Maintain back‑office systems and client records in line with company policies.QualificationsIdeally some experience working in the wealth management industry / working for an IFA.Experience of providing support to Financial Advisors throughout end‑to‑end process.Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems.Knowledge of financial products (i.e. ISAs, pensions, GIA, offshore and onshore bonds etc).Strong verbal and written communication skills with an ability to build relationships.The ability to fully plan workload display excellent organisational skills.BenefitsCompetitive salary.Private medical insurance.Life assurance.Pension contribution.Hybrid working model.Generous holiday package with option to purchase additional holiday.Shared parental leave.Diversity & InclusionWe 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 are 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 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. #J-18808-Ljbffr
