IFA Client Administrator

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 Financial Planners within the team, as well as building relationships with clients to deliver a positive and sleek client experience., 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.
  
  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.
  
  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 reality.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.


• 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.