IFA Administrator at SW Group

Cheshire, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

15 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth Management, Client Relationship Management, Financial Products, Communication Skills, Organizational Skills, Client Servicing, Problem Solving, Investment Management, Financial Planning, High Net Worth Clients, Administrative Support, Team Collaboration, Training & Development, Attention To Detail, Client Queries, New Business Processing

Industry

Financial Services

Description

Company Description 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 Description What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team in Liverpool. 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. This is a hybrid working role with a requirement to be in the office 3 days per week after probation. As a Client Administrator, your responsibilities will include among others: To have previously or is currently working for an IFA To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes / be client facing 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 Onboarding clients/preparing meeting packs/invoices/withdrawals/Letters of authority Completing application forms and paperwork Processing new business Client servicing/client queries Have experience in most of these financial products: ISAs/Pensions/SIPPS/SSAS/Offshore bonds Qualifications To be successful in this role, you should Proven experience working in the wealth management industry & working for an IFA Experience of providing support to Financial Advisors throughout end to end process Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems Knowledge of financial products i.e. ISAs, Pensions, GIA, Offshore and Onshore bonds etc Strong (verbal and written) 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 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.

Responsibilities

You will provide full administrative support to Financial Planners and build relationships with clients to ensure a positive client experience. Responsibilities include preparing meeting packs, processing new business, and maintaining client records.