Client Delivery Administrator – Wealth Planning

Evelyn Partners; Leeds; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is recruiting a Client Administrator in Leeds to support Financial Planners and ensure an exceptional client experience. You will act as a key contact for clients and internal stakeholders, providing comprehensive administrative and operational support across the client journey.

The role starts with full-time in-office work during a 6-month probation, then transitions to a smart working pattern of 3 days in office and 2 days from home, offering hybrid flexibility.

Qualifications

• Proactive, client-focused professional with strong organisational skills.
• Experience in Financial Planning / Wealth Management is essential.
• Experience in a client support / financial planner support role is essential.
• Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds.
• Strong verbal and written communication with ability to build relationships.
• Able to plan workload and maintain organisation.

Responsibilities

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

Education

Degree educated

Job description

Evelyn Partners is recruiting a Client Administrator in Leeds to support Financial Planners and ensure an exceptional client experience. You will act as a key contact for clients and internal stakeholders, providing comprehensive administrative and operational support across the client journey.

The role starts with full-time in-office work during a 6-month probation, then transitions to a smart working pattern of 3 days in office and 2 days from home, offering hybrid flexibility.