Client Experience Admin – Financial Planning

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

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking an administrator to support Financial Planners in Exeter, ensuring excellent client service and regulatory compliance. The role involves direct client contact, maintaining records, and coordinating with back-office teams to streamline processes.

You will build relationships with clients, prepare meeting packs and valuations, and support AML documentation while contributing to a collaborative, compliant office environment.

Qualifications

• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.
• Proven experience working in the financial planning/ wealth industry
• Experience of high level administration
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills both, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practices with colleagues.

Skills

High-level administration

Excellent communication

Client service mindset

Prioritisation under pressure

Team collaboration

Education

Degree preferred

Job description

Evelyn Partners is seeking an administrator to support Financial Planners in Exeter, ensuring excellent client service and regulatory compliance. The role involves direct client contact, maintaining records, and coordinating with back-office teams to streamline processes.

You will build relationships with clients, prepare meeting packs and valuations, and support AML documentation while contributing to a collaborative, compliant office environment.