Client Admin & Wealth Planning Support

Evelyn Partners; Belfast City District; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking a Client Administrator in Belfast to provide full administrative support to Financial Planners, fostering strong client relationships and delivering a smooth client experience.

The role includes a six-month probation in-office, followed by a smart working pattern of three days in the office and two days remote. Candidates should have experience in wealth management and client support, with knowledge of ISA/SIPP products.

Qualifications

• Proven experience working within Financial Planning / Wealth Management is essential.
• Experience in client support / financial planner support role is essential.
• Strong knowledge of ISAs, SIPPs, Pensions, Investments, Bonds, etc.
• Ambition to build a career in a financial services firm with a willingness to learn.
• Strong ethic of client service.
• Strong verbal and written communication skills.
• Ability to plan workload and stay organized.

Responsibilities

• Work closely with aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams for activities (scripts, transfers, actions, data changes).
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records per company policy.

Skills

Wealth management experience

Client support

Financial products

Organisational skills

Communication skills

Job description

Evelyn Partners is seeking a Client Administrator in Belfast to provide full administrative support to Financial Planners, fostering strong client relationships and delivering a smooth client experience.

The role includes a six-month probation in-office, followed by a smart working pattern of three days in the office and two days remote. Candidates should have experience in wealth management and client support, with knowledge of ISA/SIPP products.