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.
Role Overview
We're seeking ambitious individuals to join our Financial Planning team in Leeds as an IFA Administrator. You will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive and sleek client experience.
Responsibilities
- Working closely with Financial Planners to deliver excellent client outcomes.
- 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).
- Preparation of meeting packs and valuations (as required).
- Maintain back‑office systems and client records in line with company policies.
Qualifications
- 1 year of experience working within Financial Services.
- Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds (preferable but not essential).
- Ambition to build a career within a financial services firm, with willingness to learn and develop.
- Strong ethic of client service.
- Strong verbal and written communication skills with an ability to build relationships.
- Ability to fully plan workload and display excellent organisational skills.
Benefits
- 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
Additional Information
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of employee resource groups and are delivering multiple diversity, equity and inclusion initiatives across the organisation. We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and can achieve their full potential.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
Seniority Level
Associate
Employment Type
Full‑time
Job Function
Administrative
Location
Leeds, UK
Referral Information
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