Client Administrator

Evelyn Partners; Belfast; On-site; GBP 25,000 - 35,000; Full time

Job summary

Evelyn Partners seeks a Client Administrator for their Financial Planning team in Belfast. The role involves providing administrative support to Financial Planners and enhancing client relationships. With a hybrid work model and opportunities for personal growth through structured training, this position is ideal for ambitious individuals in the wealth management sector.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Shared parental leave

Qualifications

• Proven experience in the wealth management industry.
• Support experience for Financial Advisors throughout end-to-end processes.
• Experience dealing with HNW clients.

Responsibilities

• Work closely with Financial Planners and/or Investment Managers.
• Build and maintain relationships with clients.
• Prepare meeting packs and valuations.

Skills

Communication

Organization

Problem-solving

Job description

Social network you want to login/join with:

We’re seeking an ambitious individual to join our Financial Planning team in Belfast. You will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.

What’s in it for me?

As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally. You will have access to a structured training programme offering Training & Competency oversight to excel in personal development. We encourage continuous professional development via ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from our team of experienced Investment Managers and Financial Advisers.

This is a hybrid working role with a requirement to be in the office 3 days per week after probation.

Job Responsibilities:

• Work closely with Financial Planners and/or Investment Managers to deliver excellent client outcomes.
• Build and maintain relationships with clients and keep regular contact.
• Liaise with operational teams for support activities such as scripts, transfers, corporate actions, static data changes, etc.
• Prepare meeting packs and valuations as required.
• Assist investment managers in preparing new business pitches and presentations.
• Maintain back-office systems and client records in line with company policies.

Skills and Experience:

• Proven experience in the wealth management industry.
• Support experience for Financial Advisors throughout end-to-end processes.
• Experience dealing with HNW clients.
• Knowledge of financial products such as ISAs, Pensions, GIA, Offshore and Onshore bonds.
• Strong communication skills, both verbal and written, with the ability to build relationships.
• Excellent organizational skills and ability to plan workload effectively.
• Problem-solving skills using judgment and reasoning.

Additional Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package with options to purchase additional days
• Shared parental leave

We value diversity and are committed to an inclusive environment. We offer reasonable adjustments during the application process. Please inform your Recruiter of any needs.