IFA Client Administrator - Remote

Overview

The IFA Client Administrator at Evelyn Partners will provide full administrative support to Investment Managers while building strong relationships with clients to ensure a positive client experience.

In Short

• Join the Investment Management team in Birmingham.
• Provide administrative support to Investment Managers.
• Build and maintain relationships with clients.
• Liaise with operational teams for support activities.
• Prepare meeting packs and valuations.
• Assist in preparing new business pitches and presentations.
• Maintain back-office systems and client records.
• Opportunity for personal and professional growth.
• Access to structured training and competency oversight.
• Hybrid working model with office presence 3 days a week.

Requirements

• Experience in the financial services industry.
• Ambition to build a career in financial services.
• Strong client service ethic.
• Excellent verbal and written communication skills.
• Strong organizational skills and workload planning.
• Problem-solving skills with sound judgment.
• Knowledge of investments, pensions, and life assurance preferred.
• Minimum Grade C in Maths (if associate).

Benefits

• Personal and professional development opportunities.
• Structured training program.
• Collaboration with experienced Investment Managers.
• Support for continuous professional development.