Client Administrator

Evelyn Partners; Liverpool; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Liverpool seeks a dedicated Client Administrator. In this role, you will support Financial Planners, build strong client relationships, and manage client documentation. The firm values professional growth and offers relevant training programs. Benefits include competitive salary, private medical insurance, and a hybrid working model. The ideal candidate has experience in wealth management and strong communication skills, ready to work in a collaborative environment.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Qualifications

• Proven experience working in the wealth management industry.
• Experience of providing support to Financial Advisors throughout the end-to-end process.
• Strong verbal and written communication skills.

Responsibilities

• Work closely with Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Prepare meeting packs and valuations as required.

Skills

Customer Service

Client Relationships

Action Plans

Issue Resolution

Service Delivery

Job description

What will you be doing

We are 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.

Whats 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 days per week after probation.

Responsibilities

• 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. e.g. scripts transferscorporate 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

• Proven experience working in the wealth management industry
• Experience of providing support to Financial Advisors throughout end to end process
• Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems
• Knowledge of financial products i.e. 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

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 were 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.

Remote Work: No

Employment Type: Full-time

Key Skills: Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Experience: years

Vacancy: 1