Client Administrator

Evelyn Partners; Manchester; On-site; GBP 30,000 - 40,000; Full time

Job summary

A wealth management firm in Manchester is seeking an Administrator to provide full administrative support to Financial Planners. You will build client relationships and assist in preparing presentations while enjoying a hybrid work model and continuous professional development. Ideal for candidates with a background in wealth management and strong communication skills.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Qualifications

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

Responsibilities

• Work closely with aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Assist investment managers in preparing new business pitches and presentations.

Skills

Wealth management experience

Client relationship management

Communication skills

Organizational skills

Job description

Job Title

Administrator at Evelyn Partners

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

We’re seeking an ambitious individual to join our Financial Planning team in Manchester. 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. You will be supported to grow personally and professionally, with a structured training programme offering Training & Competency oversight to excel personal development. Continuous professional development via ongoing studying and qualifications is encouraged, and you will have the opportunity to collaborate with experienced Investment Managers and Financial Advisers. This is a hybrid working role requiring office presence 3 days per week after probation.

Key Responsibilities

• Work closely with aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams to support activities such as scripts, transfers, corporate actions, static data changes, and preparation of meetings.
• Assist investment managers in preparing new business pitches and presentations.
• Maintain back‑office systems and client records in line with company policies.

Qualifications

• Proven experience working in the wealth management industry.
• Experience providing support to Financial Advisors throughout the end‑to‑end process.
• Experience dealing with HNW clients and ability to use judgement and reasoning to propose solutions to problems.
• Knowledge of financial products (ISAs, Pensions, GIA, Offshore and Onshore bonds, etc.).
• Strong verbal and written communication skills with an ability to build relationships.
• Ability to fully plan workload and display excellent organisational skills.

Benefits

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contribution.
• Hybrid working model (role dependent).
• Generous holiday package.
• Option to purchase additional holiday.
• Shared parental leave.

Diversity & Inclusion

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. Evelyn Partners has a wide range of highly active employee resource groups and delivers multiple diversity, equity and inclusion initiatives across the organisation. We are committed to providing a workspace where all colleagues 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.