Client Planning Administrator - Wealth Management (Hybrid)

SW Group; Belfast City District; Hybride; GBP 22 000 - 28 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model (role dependant)

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Résumé du poste

Evelyn Partners in Belfast is seeking a Client Administrator to join our Client Admin Financial Planning team, providing full administrative support to Financial Planners and building strong client relationships to deliver a positive, efficient client experience.

The role offers a structured training program and ongoing professional development, with support from experienced Investment Managers and Financial Advisers to help you grow.

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.
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Responsabilités

• To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
• To 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.

Description du poste

Evelyn Partners in Belfast is seeking a Client Administrator to join our Client Admin Financial Planning team, providing full administrative support to Financial Planners and building strong client relationships to deliver a positive, efficient client experience.

The role offers a structured training program and ongoing professional development, with support from experienced Investment Managers and Financial Advisers to help you grow.