IFA Client Administrator - #1771132

Office Location: Glasgow (177 Bothwell Street)

Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients

Job Description We’re seeking an ambitious individual to join our Financial Planning team in Glasgow. 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. You will also have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers

This is a hybrid working role with a requirement to be in the office 3 days per week

As a Client Administrator, your responsibilities will include:

Working closely with the aligned Financial Planners to deliver excellent client outcomes

Building relationships with clients and maintaining regular contact

Liaising with operational teams where support is provided on activities such as scripts, transfers, corporate actions, and static data changes, where applicable

Preparation of meeting packs and valuations as required

Maintaining back-office systems and client records in line with company policies

Qualifications To be successful in this role, you should have:

National 5 (N5) Grade C in Maths and English or above, which is equivalent to GCSE in England

Previous experience in an administrative role supporting financial advisors

Proven experience working in the financial planning industry

A strong ethic of client service

Studying towards an accredited Level 4 qualification preferred but not essential

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:

Private medical insurance

Life assurance

Pension contribution

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 your needs throughout the application process. Please let your Recruiter know



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