Client Administrator

TN United Kingdom; City of Edinburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in wealth management is seeking a dedicated Administrative Support professional to enhance client experiences. This role involves collaborating closely with Financial Planners to ensure seamless service delivery, managing client relationships, and maintaining accurate records. The ideal candidate will possess strong communication and organizational skills, thrive under pressure, and have a solid background in financial services. Join a team that values diversity and offers a supportive work environment, with access to excellent benefits including private medical insurance and generous holiday packages.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Previous experience in an administrative role.
• Proven experience working in the financial services industry.

Responsibilities

• Provide administrative support to Financial Planners.
• Build relationships with clients and manage their journey.
• Maintain client records and liaise with operational teams.

Skills

Administrative Support

Client Service

Communication Skills

Organizational Skills

Problem Solving

Education

National 5 (N5) Grade C in Maths and English

Job description

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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.

An exceptional track record of growth and innovation is driven by our core values of: 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; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: and

Job Description

What will you be doing?

To provide full administrative support to Financial Planners. Responsible for new business and client servicing – taking complete ownership of the end-to-end client journey to deliver a positive client experience, while adhering to regulatory standards.

Some of your responsibilities will be to:

• Work closely with the aligned Financial Planners to deliver a positive experience to our clients.
• Build relationships with clients, maintain regular contact, and pro-actively manage each stage of the client’s journey.
• Maintain back-office systems and client records in line with company policies.
• Request policy information from third-party policy providers if applicable.
• Liaise with operational teams where support is provided on activities such as valuations, transfers, withdrawals, account opening, and static data changes.
• Prepare meeting packs and valuations.
• Liaise with Investment Managers on Dual Expert cases.

Qualifications

To be successful in this role, you should have:

• National 5 (N5) Grade C in Maths and English or above, which is equivalent to GCSE in England.
• Previous experience in an administrative role.
• Proven experience working in the financial services industry.
• A strong ethic of client service.
• Ability to work under pressure and prioritize work.
• Excellent communication skills, both written and verbal, influencing and organizational skills.
• Ability to use judgment and reasoning to propose solutions to problems.

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 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 are delivering multiple diversity, equity, and inclusion initiatives across the organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and can achieve their full potential in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.