Financial Planning Administrator

ACCA Careers; Nottingham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in wealth management is seeking a motivated Financial Planning Administrator to join their Nottingham team. This hybrid role offers the opportunity to provide essential administrative support to Financial Planners while fostering strong client relationships. You'll benefit from structured training and collaboration with experienced professionals, enhancing your personal and professional growth. Join a passionate team dedicated to delivering exceptional client outcomes and making a significant impact in the financial planning sector. If you're ready to embrace this exciting challenge, we want to hear from you!

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Option to Purchase More Holiday

Shared Parental Leave

Qualifications

• National 5 Grade C or above in Maths and English (equivalent to GCSE).
• Previous administrative experience in financial services.

Responsibilities

• Provide full administrative support to Financial Planners.
• Build and maintain client relationships for positive experiences.
• Assist investment managers with pitches and presentations.

Skills

Client Service Ethic

Communication Skills

Administrative Experience

Financial Services Experience

Education

National 5 in Maths

National 5 in English

Level 4 Qualification (preferred)

Job description

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Company 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, responsible for providing full administrative support to Financial Planners and building client relationships to ensure a positive client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners, you'll have support for personal and professional growth, including a structured training programme, ongoing studying and qualifications, and collaboration opportunities with experienced Investment Managers and Financial Advisers.

This role is hybrid, requiring presence in the office 3 days a week.

Responsibilities include:

• Working closely with Financial Planners to deliver excellent client outcomes.
• Building and maintaining client relationships.
• Liaising with operational teams on activities like scripts, transfers, corporate actions, data changes.
• Preparing meeting packs and valuations.
• Assisting investment managers with pitches and presentations.
• Maintaining back-office systems and client records according to company policies.

Qualifications

To succeed, you should have:

• National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE in England).
• Previous administrative experience.
• Experience in financial services.
• A strong client service ethic.
• Studying towards an Level 4 qualification is preferred but not essential.
• Strong communication skills, verbal and written.

Additional Information

Benefits include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working (role dependent)
• Generous holiday package and option to purchase more
• Shared parental leave

We value diversity and inclusion, providing a respectful, supportive environment where all colleagues can thrive. Reasonable adjustments are available during the application process.