Client Administrator

Evelyn Partners; Newcastle upon Tyne; Hybrid; GBP 25,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, efficient client experience and involves preparing meeting packs, maintaining records, and liaising with operations.

The role starts with full-time in-office attendance for 6 months, then becomes hybrid (3 days in office, 2 at home).

Qualifications

• Previous experience working within Financial Planning Client Administration is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
• Ambition to build a career within a financial services firm
• Strong ethic of client service
• Strong communication skills with ability to build relationships
• Ability to fully plan workload and display excellent organisational skills

Responsibilities

• Working closely with the aligned Financial Planners to deliver excellent client outcomes
• 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)
• Maintain back-office systems and client records in line with the company policies

Skills

Client administration

Financial products knowledge

Relationship building

Organisational skills

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.

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 Financial Planning Client delivery team, in which 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.

Working pattern:

This role will have a requirement of full time office attendance for the first initial 6 months over the probation period, after successful completion, this will move to a hybrid pattern of 3 days in office and 2 days working from home.

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

• Working closely with the aligned Financial Planners to deliver excellent client outcomes
• 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

To be successful in this role, you should:

• Previous experience working within Financial Planning Client Administration is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service
• Strong 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.