IFA Client Administrator
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Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Were seeking a talented individual to join our Financial Planning team in Nottingham which is responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.
Whats 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 program 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.
This role will initially be in office for 6 month probation and then move to a hybrid working model of 3 days in office and 2 days working from home.
As a Client Administrator your responsibilities will include among others:
- Providing comprehensive client service administration to aligned Financial Planners to deliver excellent client outcomes.
- Scheduling and coordinating client meetings completing documentation for compliant new business submissions and updating the CRM system accurately.
- Acting as the primary point of contact for client queries.
- Preparing client reports Letters of Authority and processing withdrawal and drawdown requests.
- Ensuring smooth workflow and maintaining high standards of accuracy and compliance in all administrative processes.
Qualifications :
To be successful in this role you should:
- National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE.
- Have previous administrative experience supporting Financial Planners or Wealth professionals.
- Have experience of onboarding clients preparing meeting packs processing Letters of Authority and supporting transfers.
- Have knowledge of financial products such as ISAs GIAs SIPPs Pensions Offshore Bonds.
- A strong ethic of client service.
- Strong communication skills with an ability to build relationships.
- The ability to fully plan workload and display excellent organisational skills.
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
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
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
