Client Administrator

evelyn Partners; Deutschland; Hybrid; EUR 33.000 - 37.000; Vollzeit

Benefits dieser Stelle

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Zusammenfassung

Evelyn Partners is seeking a Client Administrator to join the Client Admin Financial Planning team. The role provides full administrative support to Financial Planners and focuses on delivering a positive client experience.

You will benefit from a structured training program and the opportunity to collaborate with experienced Investment Managers and Financial Advisers. The role operates on a hybrid pattern with an initial in-office probation period, then a mix of in-office and home working.

Qualifikationen

• Proven experience working within Financial Planning / Wealth Management is essential.
• Experience in a client support / financial planner support role is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.

Aufgaben

• Work closely with the aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams on activities such as scripts, transfers, corporate actions, and static data changes.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Kenntnisse

Client relationships

Communication

Organisational skills

Time management

Jobbeschreibung

The Client Administrator will join our Client Admin Financial Planning team in Newcastle Upon Tyne, 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., As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program 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. Hybrid working pattern This role will require full time in office through 6 month probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home. As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
• To 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, where applicable.
• Preparation of meeting packs and valuations (as required)
• Maintain back-office systems and client records in line with the company policies.
• To be successful in this role, you should
• Proven experience working within Financial Planning / Wealth Management is essential
• Experience working within a client support / financial planner support role is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service
• Strong communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills
• 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.