Financial Planning Administrator

Evelyn Partners; Nottingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Client Administrator, where you will support Financial Planners and enhance client experiences. This hybrid role offers personal and professional growth through structured training and collaboration with experienced Investment Managers. You will be integral in delivering excellent client outcomes, preparing meeting materials, and maintaining client records. With a commitment to diversity and inclusion, this role provides a supportive environment for all colleagues to thrive. If you are passionate about client service and eager to develop your career in financial services, this opportunity is perfect for you.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase Additional Holiday

Shared Parental Leave

Qualifications

• Experience in administrative roles and financial services is essential.
• Strong communication skills to build client relationships.

Responsibilities

• Provide administrative support to Financial Planners.
• Build relationships with clients for positive experiences.
• Prepare meeting packs and maintain client records.

Skills

Client Service Ethic

Communication Skills

Administrative Experience

Financial Services Knowledge

Education

National 5 in Maths

National 5 in English

Level 4 Qualification (preferred)

Job description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

We're seeking an ambitious individual to join our Financial Planning team in Nottingham, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

This is a hybrid working role with a requirement to be in the office 3 days per week.

As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Financial Planners 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)
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should have:

• National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE in England
• Previous experience in an administrative role
• Proven experience working in the financial services industry
• A strong ethic of client service.
• Studying towards an accredited Level 4 qualification preferred but not essential
• Strong (verbal and written) communication skills with an ability to build relationships

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.