Client Administrator

evelyn Partners; Sworton Heath; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading wealth management firm is seeking a Client Administrator in Knutsford, UK. You will provide administrative support to Financial Planners and build client relationships to ensure positive experiences. The role includes preparing meeting packs and requires proven experience in the wealth management industry. A hybrid working model is offered post-probation, along with ongoing professional development opportunities.

Benefits

Competitive salary

Private medical insurance

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 end to end process.
• Ability to propose solutions to problems using judgment and reasoning.

Responsibilities

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

Skills

Excellent communication skills

Organizational skills

Experience with HNW clients

Knowledge of financial products

Job description

We\'re seeking an ambitious individual to join our Financial Planning team in Knutsford. 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.

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 deliver excellent client outcomes
• To 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)
• 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

To be successful in this role, you should

• 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

About Evelyn Partners & Benefits

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.

• 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. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.