Client Administrator - Wealth Management & Planning (Hybrid)

Evelyn Partners; Belfast City District; Hybrid; GBP 23,000 - 29,000; Full time

Benefits offered by this job

Hybrid working model

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking a Client Administrator in Belfast to provide full administrative support to Financial Planners and build strong client relationships for a positive, sleek client experience.

You will be supported with structured training, ongoing professional development, and collaboration with experienced Investment Managers and Financial Advisers. The role offers hybrid working and a 6‑month probation with a transition to 3 days in office and 2 days from home.

Qualifications

• Proven experience working within Financial Planning / Wealth Management is essential.
• Experience in a client support role is essential.
• Knowledge of ISAs, SIPPs, Pensions, Investments, Bonds.
• Ambition to build a career within a financial services firm, with willingness to learn and develop.
• Strong ethic of client service.
• Strong verbal and written communication and ability to build relationships.
• Ability to fully plan workload and display excellent organisational skills.

Responsibilities

• Work closely with aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams on activities (scripts, transfers, corporate actions, static data changes).
• Preparation of meeting packs and valuations.
• Maintain back-office systems and client records in line with policies.

Skills

Wealth management

Client support

Financial planning

Communication skills

Organisational skills

Job description

Evelyn Partners is seeking a Client Administrator in Belfast to provide full administrative support to Financial Planners and build strong client relationships for a positive, sleek client experience.

You will be supported with structured training, ongoing professional development, and collaboration with experienced Investment Managers and Financial Advisers. The role offers hybrid working and a 6‑month probation with a transition to 3 days in office and 2 days from home.