Job Description What will you be doing? We’re seeking an ambitious individual to join our Financial Planning team in Knutsford. 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 an IFA 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, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from. This is a hybrid working role with a requirement to be in the office 3 days per week after probation. As an IFA Administrator, your responsibilities will include among others: To work closely with the aligned FPs/Investment Managers to deliver excellent client outcomes, build relationships and maintain regular contact. Onboarding clients/processing new business / preparation of meeting packs and valuations (as required) Completing application forms and paperwork - Invoices & Withdrawals Letters of authority / Client servicing/client queries Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable Assist investment managers in the preparation of new business pitches and presentations Maintain back-office systems and client records in line with the company policies