Client Administrator

Evelyn Partners; Greater London; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Additional holiday option

Shared parental leave

Job summary

Evelyn Partners in London seeks a Client Administrator to provide full administrative support to Financial Planners and to build strong client relationships. You will ensure a smooth client experience and contribute to accurate record-keeping in line with policies.

The role offers a clear progression path with structured training and opportunities to learn from Investment Managers and Financial Advisers. Hybrid pattern after probation supports flexible working.

Qualifications

• Proven experience in Financial Planning / Wealth Management is essential.
• Experience in a client support / financial planner support role is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds.

Responsibilities

• Work closely with aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams for scripts, transfers, and data changes as applicable.
• Prepare meeting packs and valuations when required.
• Maintain back-office systems and client records per company policy.

Skills

Proven client support experience

Strong communication skills

Relationship building

Organisational skills

Attention to detail

Education

N/A

Tools

CRM systems

MS Office

Data entry

Job description

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.

Job Description

What will you be doing?

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

Hear from the Team

Kate Barton, Head of Client Delivery in our London Office, has recorded an audio clip which brings this role to life. Kate also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.

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 Planning / Wealth Management is essential


• Experience working within a client support / financial planner support role is essential


• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.


• An ambition to build a career within financial services firm, with a willingness to learn and develop


• A strong ethic of client service


• Strong (verbal and written) communication 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


• Private medical insurance


• 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.