Client Administrator

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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

Our core values are:

• Personal: Offering advice based on a true understanding of what matters to our clients
• Partnership: Working with our clients in a joined-up, collaborative way
• Performance: Demonstrating a breadth and depth of advice expertise to deliver first-class results

Read more about us and available career opportunities here: [link]

Job Description

What will you be doing?

We’re seeking an ambitious individual to join our Financial Planning team in Cambridge. You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and seamless 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 your personal development. We encourage continuous professional development via ongoing studying and qualifications. You will also have the opportunity to collaborate with our experienced Investment Managers and Financial Advisers.

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

Qualifications

To be successful in this role, you should:

• Have proven experience working in the financial services industry
• Have an ambition to build a career within a financial services firm, with a willingness to learn and develop
• Possess a strong ethic of client service
• Have strong verbal and written communication skills with an ability to build relationships
• Be able to fully plan workload and display excellent organisational skills
• Use judgement and reasoning to propose solutions to problems
• Knowledge of Investments, Pensions, and Life Assurance is preferred

Additional Information

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

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value the differences that a diverse workforce brings, reflecting society and our clients. We have active employee resource groups and are committed to diversity, equity, and inclusion initiatives. We aim to provide a respectful, inclusive environment where all colleagues can achieve their full potential. We are happy to make reasonable adjustments to accommodate your needs during the application process. Please inform your Recruiter.