Client Administrator for Financial Planners – Hybrid

Evelyn Partners; Maidstone; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in Maidstone is seeking an energetic administrator to provide full support to our Financial Planners. The role begins with six months full-time in the office, then shifts to a hybrid pattern of three days in the office and two days working from home.

You will maintain client records, prepare meeting packs and valuations, assist with policy information requests, and ensure regulatory compliance.

Qualifications

• Experience supporting Financial Planners with a range of investment and pension products including ISAs, SIPPs, GIAs, Bonds and Protection policies.
• Experience administering new business, fund switches, withdrawals, transfers, and servicing activities while maintaining accurate client records and ensuring regulatory compliance.
• Experience delivering high quality client service, liaising with providers and clients and preparing valuations, review packs, and portfolio documentation.

Responsibilities

• Provide full administrative support to Financial Planners and ensure client satisfaction through direct contact with clients and colleagues.
• Maintain back-office systems and client records in line with company policies.
• Request policy information from third party policy providers and liaise with operational teams on activities such as transfers and AML documentation.
• Prepare meeting packs and valuations and ensure processes are followed for new accounts on internal systems.

Skills

Financial planning support

Investment products

Pensions knowledge

Client service

Regulatory compliance

Education

Degree preferred

Tools

CRM systems

Job description

Evelyn Partners in Maidstone is seeking an energetic administrator to provide full support to our Financial Planners. The role begins with six months full-time in the office, then shifts to a hybrid pattern of three days in the office and two days working from home.

You will maintain client records, prepare meeting packs and valuations, assist with policy information requests, and ensure regulatory compliance.