IFA Administrator
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Job Summary
What will you be doing
Were seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and operational colleagues.
It would be advantageous to have some exposure to Personal Injury/Court of Protection client work as this will be your primary specialism (so an interest in the field is a must!). Additionally a good knowledge of trusts would also be an advantage. You will need to have supported a Financial Planner before and processing new business is an essential part of the role.
As 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.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- 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)
- Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required.
- Identify and report any risks breaches or errors through ensuring risks are logged through to mitigating actions and controls.
- To encourage client use of portal and other digital tools provide guidance where required.
- To collaborate and share best practices with colleagues.
Qualifications :
Skills & Experience:-
To be successful in this role you should:-
- Ideally have a min of 2 years supporting a Financial Planner and have proven experience working in the financial services industry
- A strong ethic of client service
- Experience of processing new business
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
Professional Qualifications and Education - desired
- Excellent standard of education.
- Interested in further development through additional qualifications.
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 were 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Hadoop
- Microsoft Windows Server
- Windows
- Apache
- Linux
- SAN
- Shell Scripting
- System Administration
- Administrative Experience
- Scripting
- Oracle
- Troubleshooting
About Company
Evelyn Partners is the UKs 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 trus ... View more
