Client Administrator

evelyn Partners; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Bristol is seeking a Client Administrator to provide essential support to Financial Planners and enhance client relationships. This hybrid role allows 3 days in the office after probation, promoting professional growth through structured training programs. Ideal candidates will have a client service ethic and communication skills, with some experience in financial services preferred.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience in the financial services industry is preferred.
• Ambition to build a career in financial services.
• Ability to manage workload effectively.

Responsibilities

• Collaborate with Financial Planners for client outcomes.
• Build and maintain client relationships.
• Prepare meeting packs and valued information.

Skills

Client service ethic

Verbal communication

Written communication

Organizational skills

Education

Studying towards Level 4 qualification

Job description

We're seeking an ambitious individual to join our Financial Planning team in Bristol, 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. 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 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 is a hybrid working role with a requirement to be in the office 3 day per week after completion of full time throughout probation.

Responsibilities

• To work closely with the aligned Financial Planners 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).
• Preparation of meeting packs and valuations (as required).
• Assist investment managers in the preparation of new business pitches and presentations.
• Maintain back‑office systems and client records in line with the company policies.

Qualifications

• Ideally proven experience working in the financial services industry.
• An ambition to build a career within a financial services firm, with a willingness to learn and develop.
• A strong ethic of client service.
• Studying towards an accredited Level 4 qualification (preferred but not essential).
• Strong verbal and written communication skills with an ability to build relationships.
• The ability to fully plan workload and display excellent organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.
• Knowledge of Investments, Pensions and Life Assurance (preferred but not essential).

Benefits

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

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.

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 are 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.