Client Administrator

Sponsor Finder; Bracknell; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Hybrid working model (role dependant)

Pension contribution

Life assurance

Generous holiday package

Shared parental leave

Job summary

Client Administrator role at Evelyn Partners in Bracknell. You will provide full administrative support to Financial Planners, build relationships with clients, and ensure a smooth client experience.

The position offers a structured training pathway and opportunities to collaborate with Investment Managers and Financial Advisers. The role transitions from a full-time in-office probation to a hybrid pattern of 3 days in office and 2 days working from home, with generous benefits and ongoing

Qualifications

• Proven experience within Financial Services.
• Experience in client support / financial planner support.
• Knowledge of ISAs, SIPPs, Pensions, Investments, Bonds.
• Strong client service ethic.
• Excellent communication and relationship-building skills.
• Strong workload planning and organisational skills.

Responsibilities

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

Skills

Financial services experience

Client support experience

Knowledge of financial products

Client service mindset

Communication skills

Organisation & planning

Job description

The employer is Clear, but a part is A concern, or three parts are Worth checking or Not known. It describes the role and the employer, not your chances.

Role A concern

This role appears to map to SOC 4159 (Other administrative occupations not elsewhere classified), which is below the Skilled Worker skill level and not on a shortage or salary list on 9 November 2026.

Evelyn Partners Group Limited holds a Skilled Worker licence with an A rating on our register, last checked 8 November 2026.

The advert does not mention sponsorship.

Checked 9 Nov 2026. General information about this role, its employer and the published rules, not advice about anyone's situation. Immigration rules change; check GOV.UK. For advice, use a regulated adviser: find one at https://www.gov.uk/find-an-immigration-adviser or a solicitor at https://www.sra.org.uk/consumers/register/.

Evidence for this role

How evidence works Thin evidence

The employer is Clear, but a part is A concern, or three parts are Worth checking or Not known. It describes the role and the employer, not your chances.

Role A concern

This role appears to map to SOC 4159 (Other administrative occupations not elsewhere classified), which is below the Skilled Worker skill level and not on a shortage or salary list on 9 November 2026.

SOC 4159 · RQF _3_5 GOV.UK Pay Not known

The advert does not state a salary.

Employer Clear

Evelyn Partners Group Limited holds a Skilled Worker licence with an A rating on our register, last checked 8 November 2026.

Register Advert Not known

The advert does not mention sponsorship.

Advert

Checked 9 Nov 2026. General information about this role, its employer and the published rules, not advice about anyone's situation. Immigration rules change; check GOV.UK. For advice, use a regulated adviser: find one at https://www.gov.uk/find-an-immigration-adviser or a solicitor at https://www.sra.org.uk/consumers/register/.

The advert has no salary. What pay do the rules need?

The advert doesn’t state a salary 1 , so ask the employer what the role pays before you apply.

• 1 Client Administrator · Evelyn Partners · job advert

In your full answer What other Bracknell adverts pay

From this page’s records

The advert has no salary. What pay do the rules need?

The advert doesn’t state a salary 1 , so ask the employer what the role pays before you apply.

• 1 Client Administrator · Evelyn Partners · job advert

About the role

Job Description

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team in Bracknell, 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.

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 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.

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.

As a Client Administrator, your responsibilities will include among others:

• 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.

Qualifications

To be successful in this role, you should

• Proven experience working within Financial Services
• Experience working within a client support / financial planner support role
• Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• A strong ethic of client service
• Strongcommunication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Life assurance
• Pension contribution
• 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.

Company 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. 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.

Advert on SmartRecruiters · first seen 6 Nov 2026 · source

About the role

Job Description

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team in Bracknell, 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.

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 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.

Hybrid working pattern

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.

As a Client Administrator, your responsibilities will include among others:

• 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.

Qualifications

To be successful in this role, you should

• Proven experience working within Financial Services
• Experience working within a client support / financial planner support role
• Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• A strong ethic of client service
• Strongcommunication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• 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.

Company 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. 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.

Advert on SmartRecruiters · first seen 6 Nov 2026 · source

General information, not advice about your situation

Checks against the published rules. Only the employer decides whether to sponsor a role; for your own case, speak to a regulated adviser. Read the rule on GOV.UK