Financial Planning Admin - Hybrid, Career Growth

SW Group; Newcastle upon Tyne; Hybrid; GBP 24,000 - 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 in Newcastle upon Tyne is seeking a Client Administrator to join the Financial Planning team. You will provide comprehensive administrative support to Financial Planners and build strong client relationships to ensure a positive, streamlined client experience.

The role includes training and competency oversight with ongoing professional development opportunities. After a 6-month probation, the role becomes hybrid with three days in the office and two days remote, supporting a

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, with willingness to learn and develop
• Strong ethic of client service
• Strong communication skills with an ability to build relationships
• Ability to fully plan workload and display excellent organisational skills

Responsibilities

• Work 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)
• Preparation of meeting packs and valuations (as required)
• Maintain back-office systems and client records in line with company policies

Skills

Client service

Relationship building

Time management

Communication

Job description

Evelyn Partners in Newcastle upon Tyne is seeking a Client Administrator to join the Financial Planning team. You will provide comprehensive administrative support to Financial Planners and build strong client relationships to ensure a positive, streamlined client experience.

The role includes training and competency oversight with ongoing professional development opportunities. After a 6-month probation, the role becomes hybrid with three days in the office and two days remote, supporting a