Client Administrator

Evelyn Partners; Liverpool; On-site; GBP 25,000 - 38,000; Full time

Job summary

Evelyn Partners is seeking a Client Administrator to join their Financial Planning team in Liverpool. This hybrid role involves providing administrative support to Financial Planners, building client relationships, and contributing to excellent client outcomes. The position is supported by a structured training program and offers various employee benefits such as private medical insurance and a generous holiday package.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience of providing support to Financial Advisors throughout the end-to-end process.
• Experience of dealing with HNW clients.
• Knowledge of financial products like ISAs, Pensions, GIA, Offshore and Onshore bonds.

Responsibilities

• Work closely with Financial Planners and/or Investment Managers for client outcomes.
• Maintain client relationships and regular contact.
• Assist in preparing meeting packs and valuations as required.

Skills

Communication

Organisational Skills

Problem Solving

Job description

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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?

We’re seeking an ambitious individual to join our Financial Planning team in Liverpool, 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 programme 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.

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

As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Financial Planners and/or Investment Managers to deliverexcellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities. , scripts, transfers,corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations (as required)
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain back-office systems and client records in line with the company policies.

Qualifications

Skills and Experience

To be successful in this role, you should

• Experience of providing support to Financial Advisors throughout end to end process
• Experience of dealing with HNW clients
• Knowledge of financial products ISAs, Pensions, GIA, Offshore and Onshore bonds etc
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills.
• Ability to use judgement 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 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.