IFA Client Administrator
3 weeks ago
What will you be doing?
We’re seeking an ambitious individual to join our Client Administration team in Bracknell, you will be responsible for providing full administrative support to 2-3 Financial Planners within the team, 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 among others:
- To work closely with the aligned Financial Planners to deliver excellent 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
- Previous experience working within financial planning and providing end to end administrative support to Financial Advisers
- Experience of client engagement in a financial planning setting
- Knowledge of financial products
- 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.
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.
-
Ifa Administrator
3 weeks ago
Bracknell, United Kingdom CV-Library Full timeWe are assisting a Bracknell-based company with a Senior IFA administrator position. You will be working closely with an IFA who has been with the company for a number of years and has built some fantastic relationships with clients during this time. The position has become available due to an internal promotion so you will benefit from a handover and still...
-
IFA Administrator
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Heat Recruitment Ltd Full time £32,000 - £36,000About the Role:We are seeking an experienced administrator to join our growing firm as an IFA Administrator. This is a fantastic opportunity for someone to develop their skills and knowledge in a dynamic and supportive environment.Key Responsibilities:Providing administrative support to our IFA teamAssisting with client onboarding and data...
-
Senior IFA Administrator
3 weeks ago
Bracknell, United Kingdom Heat Recruitment Ltd Full timeWe are assisting a Bracknell-based company with a Senior IFA Administrator position. You will be working closely with an experienced Adviser who has built fantastic relationships with clients over the years. The position has become available due to an internal promotion, offering a seamless handover and ongoing guidance from this colleague.This is a...
-
IFA Administrator
3 weeks ago
Bracknell, Berkshire, United Kingdom Heat Recruitment Ltd Full time €32,000 - €36,000The position has become available due to an internal promotion so you will benefit from a handover and still be able to get help/ guidance from this colleague. There is a great community feel throughout the company, with a very friendly but professional working environment. This is a fantastic position for an experienced administrator to join a growing...
-
Bracknell, Bracknell Forest, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator RoleArtemis Recruitment Consultants Ltd is seeking an IFA Administrator to support their team. The ideal candidate will possess strong organizational skills, proficiency in Microsoft Office, and excellent communication abilities.Key Responsibilities:Preparing client files for reviews and submissionsLiaising with advisers and clients to...
-
Client Administrator
3 months ago
Bracknell, United Kingdom Evelyn Partners Full timeJob DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Financial Planning team in Bracknell, 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...
-
Client Administrator
5 months ago
Bracknell, 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...
-
Client Administrator
5 months ago
Bracknell, 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...
-
Client Administrator
5 months ago
Bracknell, 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...
-
Client Administrator
5 months ago
Bracknell, 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...
-
Client Administrator
6 months ago
Bracknell, 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...
-
Client Administrator
6 months ago
Bracknell, 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...
-
Client Administrator
5 months ago
Bracknell, 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...
-
Administrator
12 hours ago
Bracknell, United Kingdom CV-Library Full timeWe are seeking an accurate administrator to join our client's successful and growing team. The ideal candidate will play a key role in ensuring the smooth running of our Account Management team by assisting with administrative tasks, client communications, and ensuring that our account management processes run efficiently. This is a great opportunity for...
-
Administrator
5 months ago
Bracknell, United Kingdom MB Group Full timeOur Client are currently looking for a **Bodyshop Administrator** to join their team based at their **Bracknell** dealership. As a **Bodyshop Administrator **you will have great customer service skills both over the phone and face to face, alongside having brilliant organisational and planning skills. This is a great opportunity for an experienced...
-
Client Support Specialist
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an ambitious individual to join our Client Administration team in a Financial Planning setting. As a Client Administrator at Evelyn Partners, you will be responsible for providing full administrative support to Financial Planners, building relationships with clients, and delivering a positive client experience.Key...
-
Administrator
2 months ago
Bracknell, United Kingdom CV-Library Full timeOur well-established client based in Bracknell are seeking an Administrator due to a recent expansion of their sales team. The role is heavily focused around supporting the Sales team in all of their Administration such as, raising contracts and agreements, loading client information into the CRM, obtaining client references, dealing with all incoming...
-
Property Case Handler/client Service Administrator
6 months ago
Bracknell, United Kingdom The Recruiters Room Full time**PROPERTY CASE HANDLER / CLIENT SERVICE ADMINISTRATOR**: - **£23,920 + BONUS OF UP TO £5,200**: - **BRACKNELL**: - **PERMANENT** - Our Client is happy to train people who don't necessarily come from the property industry but can demonstrate a reasonably good academic background and are committed to working hard and learning in a fast paced...
-
Property Case Handler/client Service Administrator
5 months ago
Bracknell, United Kingdom The Recruiters Room Full time**PROPERTY CASE HANDLER / CLIENT SERVICE ADMINISTRATOR**: - **£23,920 + BONUS OF UP TO £5,200**: - **BRACKNELL**: - **PERMANENT** - Our Client is happy to train people who don't necessarily come from the property industry but can demonstrate a reasonably good academic background and are committed to working hard and learning in a fast paced...
-
Bodyshop Administrator
5 months ago
Bracknell, United Kingdom MBA Group Full timeOur Client are currently looking for a **Bodyshop Administrator** to join their team based at their **Bracknell** dealership. As a **Bodyshop Administrator **you will have great customer service skills both over the phone and face to face, alongside having brilliant organisational and planning skills. This is a great opportunity for an experienced...
