Client Administration Specialist - Financial Planning

Evelyn Partners; Birmingham; On-site; GBP 25,000 - 35,000; 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

An established industry player in wealth management is seeking an ambitious Client Administrator to join their Birmingham team. In this role, you will provide essential administrative support to Financial Planners while building strong relationships with clients to ensure a seamless experience. The company offers a structured training program for personal and professional growth, along with a supportive team of experienced professionals. If you're passionate about client service and eager to develop your skills in the financial services industry, this opportunity is perfect for you.

Qualifications

• Experience in client administration supporting financial advisers.
• Strong communication skills and client service focus.

Responsibilities

• Provide administrative support to Financial Planners.
• Build and maintain relationships with clients.
• Prepare meeting packs and assist investment managers.

Skills

Client Service Ethic

Verbal Communication

Written Communication

Organizational Skills

Education

GCSE Maths Grade C or above

GCSE English Grade C or above

Job description

An established industry player in wealth management is seeking an ambitious Client Administrator to join their Birmingham team. In this role, you will provide essential administrative support to Financial Planners while building strong relationships with clients to ensure a seamless experience. The company offers a structured training program for personal and professional growth, along with a supportive team of experienced professionals. If you're passionate about client service and eager to develop your skills in the financial services industry, this opportunity is perfect for you.