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IFA Client Administrator at Evelyn Partners | London

On-site Full-time

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Experience Level

Experience

Qualifications

To be successful in this role, you should possess the following qualifications:A background in finance or administration is preferred. Strong communication and interpersonal skills. Excellent organizational abilities and attention to detail. Proficiency in Microsoft Office Suite. Ability to work effectively in a fast-paced environment.

About the job

Evelyn Partners is looking for an IFA Client Administrator to join the London office. This full-time position supports Independent Financial Advisers (IFAs) and helps ensure clients receive attentive, accurate service.

What You Will Do

  • Manage client accounts and maintain up-to-date records
  • Process financial transactions accurately and promptly
  • Provide administrative support to IFAs
  • Help deliver a smooth and positive client experience

What We Look For

  • Strong attention to detail
  • Organizational skills
  • Commitment to delivering quality service

If you enjoy supporting others and keeping operations running smoothly, consider joining Evelyn Partners in London as an IFA Client Administrator.

About Evelyn Partners

Evelyn Partners is a leading financial services firm dedicated to providing personalized investment and financial advice. Our commitment to our clients is reflected in our innovative solutions and a team of experts who are passionate about helping individuals achieve their financial goals. Join us to be part of a company that values integrity, teamwork, and excellence.

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