IFA Client Administrator
2 weeks 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.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.Job DescriptionWe're seeking an ambitious individual to join our Client Admin Financial Planning team in Birmingham. 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:Working closely with the aligned Financial Planners to deliver excellent client outcomes.Building relationships with clients and maintaining regular contact.Liaising 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).Assisting investment managers in the preparation of new business pitches and presentations.Maintaining back-office systems and client records in line with the company policies.QualificationsTo be successful in this role, you should have:GCSE Maths and English Grade C or above or equivalent.Previous experience in a client administrative role supporting financial advisers/planners.Proven experience working in the financial services industry.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.Additional InformationAs 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. #J-18808-Ljbffr
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Ifa Client Administrator
1 week ago
Birmingham, United Kingdom Evelyn Partners Full time**Company Description**: For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a...
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Ifa Administrator
2 weeks ago
Birmingham, United Kingdom Ortus PSR Full timeIf you have a passion for the financial industry and a drive to deliver excellent client experiences, this could be the perfect opportunity for you! We are seeking an experienced IFA Administrator for an Independent Financial Advisory Firm based near the centre of Birmingham. The salary range for this opportunity as an IFA Administrator: £27,000 -...
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Ifa Client Administrator
2 weeks ago
Birmingham, United Kingdom Evelyn Partners Full time**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...
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Senior IFA Administrator
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Birmingham, Birmingham, United Kingdom Eden Rose Full time £24,000 - £38,000 per yearSenior IFA Administrator – Birmingham/home based – Up to £38,000BenefitsPrivate Medical InsuranceDeath In Service: 4X Salary5% Employer Pension Contribution28 days Holiday + Bank HolidaysRemote/flexible working, 2-3 times a month in Birmingham office.About Us:We are a reputable financial advisory firm committed to providing top-notch service and...
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IFA Administrator
6 days ago
Birmingham, United Kingdom Nelson Scott Full timeJob DescriptionWhat will you be doing?We're seeking an ambitious individual to join our Financial Planning team in Birmingham. 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.Benefits for me?As an IFA Administrator you...
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Ifa Administrator
1 week ago
Birmingham, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Birmingham (Castle Vale) - office based** **£25,000 - £30,000 depending on experience** **Are you an IFA Administrator looking for your next role?** - Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm? - Are you looking to work for a...
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IFA Administrator
7 days ago
Birmingham, United Kingdom Nelson Scott Full timeJob Description What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team in Birmingham. 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. Benefits for me? As an IFA Administrator...
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Ifa Administrator
2 days ago
Birmingham, United Kingdom Integrity Resource Solutions Ltd Full timeOur client, a leading national IFA are looking to recruit an IFA Administrator to support their Financial Advisers. The purpose of this role is to provide comprehensive pre and post-sales support to Financial Advisers. You will ensure the accurate processing and completion of client documentation and requests within designated timeframes, adhering to the...
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IFA Administrator
1 week ago
Birmingham, Birmingham, United Kingdom Nelson Scott Full time £40,000 - £70,000 per yearJob DescriptionWhat will you be doing?We're seeking an ambitious individual to join our Financial Planning team in Birmingham. 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.Benefits for me?As an IFA Administrator you...
