Client Administrator

Evelyn Partners; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

Evelyn Partners is seeking a Client Administrator to support Financial Planners in Leeds. This role involves ensuring client satisfaction through effective communication and excellent organizational skills, alongside maintaining regulatory compliance and client records. Ideal candidates will have experience in financial services and a strong client service orientation.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience in a Client Administrative role in financial services.
• Excellent communication skills, both written and verbal.
• Ability to work under pressure and prioritize work.

Responsibilities

• Provide full administrative support to two Financial Planners.
• Maintain client records and back-office systems.
• Build and maintain relationships with clients.

Skills

Client service

Communication

Organizational skills

Judgment and reasoning

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.

Our exceptional track record of growth and innovation is driven by our core values: 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 two Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.

Some of your responsibilities will be to:

• Work closely with the aligned two Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• 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 scripts, transfers, corporate actions, static data changes, where applicable.
• Prepare meeting packs and valuations as required.

Qualifications

To be successful in this role, you should have:

• Proven experience working in the financial services industry within a Client Administrative role.
• Experience assisting Financial Planners would be desirable.
• A strong ethic of client service.
• Ability to work under pressure and prioritize work.
• Excellent communication skills, both written and verbal, along with 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 value the differences that a diverse workforce brings, reflective of society and our clients. At Evelyn Partners, we have a wide range of active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organization. We are committed to providing a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected 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.