IFA Client Administrator at SW Group

Southampton, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

08 Apr, 26

Salary

0.0

Posted On

08 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Administration, Client Service, Financial Products, ISAs, Pensions, SIPPS, SSAS, Offshore Bonds, Communication Skills, Relationship Building, Organizational Skills

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 Southampton. 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 an Financial Planning 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 is a hybrid working role with a requirement to be in the office 3 days per week after probation. For the first 6 months it is a full time office based role. As an Financial Planning Client Administrator, your responsibilities will include among others: To work closely with the aligned Financial Planners to deliver excellent client outcomes, build relationships and maintain regular contact. Onboarding clients/processing new business / preparation of meeting packs and valuations (as required) Completing application forms and paperwork - Invoices & Withdrawals Processing Letters of authority Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable Managing client queries including supporting and collaborating with Financial Planning team 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 have experience as follows:- Previous administration experience supporting Financial Planners/ Wealth professionals A strong ethic of client service Have experience in most of these financial products:- ISAs/ Pensions/ SIPPS/ SSAS/ Offshore bonds Have strong (verbal and written) communication skills with an ability to build relationships Possess 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. Office Location: Southampton : Southampton (Mountbatten House)

Responsibilities

The Financial Planning Client Administrator will provide full administrative support to Financial Planners and build relationships with clients to ensure a positive client experience. Responsibilities include onboarding clients, processing new business, and managing client queries.