Team Leader IFA Client Administration

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

What will you be doing?

To lead, motivate and develop the Client Administrator team to deliver operational excellence and exceptional client experience. To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work with the Managing Partner / team head to optimise capacity and performance within the team. To lead a team of eight individuals. 

Some of your responsibilities will be 

• To work closely with the aligned Financial Planners to deliver excellent client outcomes
• Conduct appraisals, 121s and drives performance within the team
• Coach, mentor & provide training to develop the team
• Responsible for disseminating important information and business changes which impact the administration team
• Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue
• To build relationships with clients and maintain regular contact
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable
• Liaise with operational teams where support is provided on activities e.g., scripts, transfers, corporate actions, static data changes where applicable
• Work alongside financial planners and paraplanners to ensure completeness of documentation to prepare suitability report
• Process all business in accordance with required processes & proactive pipeline management
• To encourage client, use of portal and other digital tools, provide guidance where required.
• Promote a service excellence mind-set throughout the team and the wider organisation
• Identify and report any risk, breaches, or errors through ensuring risks are logged through to mitigation actions and controls
• Work in partnership with Managing Partner, Team Heads, Projects, L&D to identify training and coaching needs and to develop team and individual plans

To be successful in this role, you should have:

• Excellent standard of education, ideally degree qualified but not essential
• Demonstrable experience of client administration within the Financial Planning sector
• Experience of managing and developing a team
• Strong organisation and prioritisation skills; able to work independently and within a team
• Excellent communication both written and verbal 
• Strong stakeholder management with positive influencing skills
• Ability to coach and mentor team members 
• A strong ethic of client service

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.