Client Experience Specialist, Financial Planning

Evelyn Partners; Newcastle upon Tyne; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Hybrid working model (role dependant)

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in Newcastle upon Tyne is seeking a Client Administrator to join the Financial Planning team, providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.

This role offers a structured training programme, opportunities for ongoing study, and a collaborative environment with experienced Investment Managers and Financial Advisers.

Qualifications

• Previous experience working within Financial Planning Client Administration is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments.
• An ambition to build a career within financial services firm, with a willingness to learn and develop.
• A strong ethic of client service.
• Strong communication skills with an ability to build relationships.
• The ability to fully plan workload and display excellent organisational skills.

Responsibilities

• Working closely with the aligned Financial Planners to deliver excellent client outcomes
• Build relationships with clients and maintain regular contact
• 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 (as required)
• Maintain back-office systems and client records in line with the company policies

Skills

Client service

Communication

Time management

Organisation

Job description

Evelyn Partners in Newcastle upon Tyne is seeking a Client Administrator to join the Financial Planning team, providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.

This role offers a structured training programme, opportunities for ongoing study, and a collaborative environment with experienced Investment Managers and Financial Advisers.