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Job Title: Independent Financial Advisor (IFA) Administrator. We are currently seeking a dynamic and motivated individuals to join a boutique IFA in Hampshire as an IFA Administrator. IFA Administrator key responsibilities:.

IFA admin, associate, administrator, support, service, IFA Administrator, administration. As an IFA Administrator, you will be at the heart of the organisation’s operations, supporting Financial Advisers and Heads of Service with diary management, client communication, and documentation.

IFA Administrator – Join as an Investment Administrator.Are you an experienced financial services professional looking to deepen your impact in a Chartered, award-winning Wealth Management firm? This is a prime opportunity to join a respected, client-centric business looking after HNW individuals.

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. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. To provide full administrative support to Financial Planners and Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Some of your responsibilities will be to: • To work closely with the aligned Financial Planners and Investment Managers to deliver excellent client outcomes., • 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., • Preparation of meeting packs and valuations (as required) To be successful in this role, you should have: • Proven experience working within wealth management- ideally 2 to 5 years' experience., • Experience of supporting Senior Management/ Financial Advisors/ Investment Managers, • Experience of providing end to end support, • A strong ethic of client service., • Ability to work under pressure and to prioritise work., • Excellent communication skills both written and verbal, influencing and organisational skills. 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.

Previous experience in an IFA Administrator, Wealth Management Administrator, or similar financial services support role. Our client is looking for an experienced IFA Administrator to join a professional and client-focused financial planning team.

Seeking a Senior IFA Administrator or Junior Paraplanner for a financial advisory team in Preston, with a salary range of £27,000-£35,000.

Seeking an experienced Senior IFA Administrator to provide high-quality support in financial planning, processing applications, preparing client review documentation, and managing client communications.

Experienced IFA Administrator needed for a growing financial advisory firm, responsible for client management, technical support, compliance, and adviser support.

Seeking an experienced Financial Services Administrator for a wealth management firm.

Seeking a Senior IFA Administrator in Bordon, Hampshire for a financial services company.

Community & Schools Support Worker (Part-Time).Could you help children, young people and families navigate life's challenges and build brighter futures?.Our client is seeking a compassionate and motivated Community & Schools Support Worker to join their team.Working closely with schools, families an

Are you a kind, energetic and passionate person looking for a career in the Mental Health Sector?.We are currently looking for a caring individual to join our dedicated staff team as a Support Worker in Accrington, Lancashire.Our service has great public transport links, with Accrington train statio

We are seeking someone who is detail-oriented, able to manage multiple priorities, and committed to delivering excellent administrative support while ensuring all activities are completed in line with Intertek's policies, procedures, and quality standards.Required skills and experience:.Previous exp

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Location: Preston, Lancashire Start Date: September 2026 Contract Type: Full Academic Year (Sept 2026 - July 2027), Term-Time Only Salary: Paid to NJC Scale from Day 1 About the Role Are you currently working in a children's residential home and looking for a better work-life balance? If yo

You will join the team of student administrators and will receive support and guidance from the Office Manager.

Must be available to work between 8th and 22nd July.

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