Client Administrator - Wealth Planning Support

Evelyn Partners; Newcastle upon Tyne; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Additional holiday option

Shared parental leave

Job summary

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

The role offers structured progression with ongoing training and a move to a hybrid pattern of 3 days in office and 2 days from home after a 6-month probation.

Qualifications

• Proven experience working within Financial Planning / Wealth Management is essential.
• Experience in a client support / financial planner support role is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, pensions, investments, bonds, etc.
• Ambition to build a career within a financial services firm, with willingness to learn and develop.
• Strong ethic of client service and ability to build relationships.
• Excellent planning and organisational abilities.

Responsibilities

• To work closely with the aligned Financial Planners and deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams for support on activities (scripts, transfers, corporate actions, data changes).
• Preparation of meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

Skills

Financial planning experience

Client support

Communication skills

Organisational skills

Relationship building

Job description

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

The role offers structured progression with ongoing training and a move to a hybrid pattern of 3 days in office and 2 days from home after a 6-month probation.