Client Administration Specialist – Wealth Planning

SmartRecruiters, Inc.; Maidstone; Hybrid; GBP 22,000 - 32,000; 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 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.

This role provides full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other colleagues while adhering to regulatory standards. Hybrid pattern after six months.

Qualifications

• Experience supporting Financial Planners with investments and pensions (ISAs, SIPPs, GIAs, bonds) and policies.
• Experience administering new business, fund switches, withdrawals, transfers, and servicing activities while maintaining accurate client records and ensuring regulatory compliance.
• Experience delivering high quality client service, liaising with providers and clients and preparing valuations, review packs, and portfolio documentation.

Responsibilities

• To work closely with the aligned Financial Planners 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 (scripts, transfers, corporate actions, static data changes).
• Preparation of meeting packs and valuations as required.
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation.
• Identify and report any risks, breaches, or errors through ensuring risks are logged and mitigated.
• Encourage client use of portal and other digital tools, provide guidance where required.
• Collaborate and share best practices with colleagues.

Skills

Financial planning support

Client service

Regulatory compliance

Education

Degree preferred

Further qualifications encouraged

Job description

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.

This role provides full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other colleagues while adhering to regulatory standards. Hybrid pattern after six months.