Client Administrator

evelyn Partners; Crediton; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking an experienced administrative assistant to support our Financial Planners, ensuring client satisfaction through direct contact and diligent processing of records and documents.

The role requires strong client service, excellent communication, and the ability to work under pressure in a hybrid, UK-based environment. A degree is preferred but not essential, with ample scope for development and career progression.

Qualifications

• Experience in financial planning/wealth industry
• Experience in high-level administration
• Strong client service ethic
• Ability to work under pressure and prioritise work
• Excellent communication and organisational skills

Responsibilities

• Provide administrative support to Financial Planners
• Build relationships with clients and maintain regular contact
• Maintain back-office systems and client records
• Prepare meeting packs and valuations
• Process AML documentation and regulatory requirements
• Collaborate with operations and support teams
• Promote use of digital tools and client portal

Skills

Client service

Communication

Organisational skills

Prioritisation

Regulatory awareness

Education

Degree preferred

Tools

Back-office systems

Job description

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• 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
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practices with colleagues.
• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.
• Proven experience working in the financial planning/ wealth industry
• Experience of high level administration
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills both, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.
• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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'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.