Client Success Administrator - Financial Planning (Hybrid)

Evelyn Partners; Newcastle upon Tyne; Hybrid; GBP 25,000 - 32,000; 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 in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, efficient client experience and involves preparing meeting packs, maintaining records, and liaising with operations.

The role starts with full-time in-office attendance for 6 months, then becomes hybrid (3 days in office, 2 at home).

Qualifications

• Previous experience working within Financial Planning Client Administration is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
• Ambition to build a career within a financial services firm
• Strong ethic of client service
• Strong communication skills with ability to build relationships
• 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 (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 administration

Financial products knowledge

Relationship building

Organisational skills

Job description

Evelyn Partners in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, efficient client experience and involves preparing meeting packs, maintaining records, and liaising with operations.

The role starts with full-time in-office attendance for 6 months, then becomes hybrid (3 days in office, 2 at home).