Financial Planning Client Administrator

evelyn Partners; Deutschland; Hybrid; EUR 30.000 - 44.000; Vollzeit

Benefits dieser Stelle

Private medical insurance

Pension contribution

Hybrid working model

Generous holiday package

Shared parental leave

Competitive salary

Zusammenfassung

Evelyn Partners is seeking a Client Administrator to join the Client Admin Financial Planning team in London. You will provide full administrative support to Financial Planners and build strong client relationships to deliver a sleek client experience.

The role offers a clear training path, and opportunities to collaborate with Investment Managers and Financial Advisers. Initially full-time in office for six months, then a hybrid pattern of 3 days in office and 2 days remote.

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.
• Ambition to build a career within a financial services firm, with willingness to learn and develop.
• Strong ethic of client service.
• Strong verbal and written communication skills with an ability to build relationships.
• Ability to fully plan workload and display excellent organisational skills.

Aufgaben

• 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 (scripts, transfers, corporate actions, static data changes).
• Preparation of meeting packs and valuations (as required).
• Maintain back-office systems and client records in line with company policies.

Kenntnisse

Client support

Financial planning

Wealth management

Relationship building

Communication skills

Jobbeschreibung

Role Overview

The Client Administrator will join our Client Admin Financial Planning team in London, 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., As a Client Administrator, your responsibilities will include among others:

Responsibilities

• 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.

Requirements

• 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 (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

About Evelyn Partners

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.

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.

Benefits

• 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.