Client Administrator - Wealth Planning & Client Experience (Hybrid)

Evelyn Partners; Bracknell; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Hybrid working model

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Shared parental leave

Job summary

Evelyn Partners in Bracknell is seeking a Client Administrator to join the Client Admin Financial Planning team. You will provide full administrative support to Financial Planners and build strong relationships with clients to deliver a positive, polished client experience.

The role offers a clear training path, guidance from experienced advisers, and a hybrid working pattern after a six-month probation, involving three days in the office and two days at home.

Qualifications

• Proven experience in Financial Planning / Wealth Management.
• Experience in a client support / financial planner support role.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds.

Responsibilities

• Work closely with Financial Planners to deliver client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with company policies.
• Prepare meeting packs and valuations as required.

Skills

Client support

Relationship building

Organisational skills

Wealth management

Tools

CRM software

Job description

Evelyn Partners in Bracknell is seeking a Client Administrator to join the Client Admin Financial Planning team. You will provide full administrative support to Financial Planners and build strong relationships with clients to deliver a positive, polished client experience.

The role offers a clear training path, guidance from experienced advisers, and a hybrid working pattern after a six-month probation, involving three days in the office and two days at home.