Financial Planning Client Admin - Hybrid with Growth

Evelyn Partners; Easthampstead; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in Bracknell is seeking a Client Administrator to join the Client Admin Financial Planning team. You will provide full administrative support to Financial Planners and build strong relationships with clients to deliver a seamless, professional client experience.

This role offers a structured training program and opportunities for ongoing professional development, with a six‑month in‑office probation followed by a hybrid pattern of three days in the office and two days at home.

Qualifications

• Experience within Financial Services
• Experience in client support / financial planner support
• Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• Strong ethic of client service
• Strong communication and relationship-building skills
• Ability to plan workload and stay organized

Responsibilities

• Work closely with aligned Financial Planners to deliver excellent client outcomes
• Build relationships with clients and maintain regular contact
• Liaise with operational teams for scripts, transfers, corporate actions, static data changes
• Prepare meeting packs and valuations as required
• Maintain back-office systems and client records per company policies

Skills

Financial Services

Client support

ISA/SIPP knowledge

Pensions Investments

Client service

Organization

Job description

Evelyn Partners in Bracknell is seeking a Client Administrator to join the Client Admin Financial Planning team. You will provide full administrative support to Financial Planners and build strong relationships with clients to deliver a seamless, professional client experience.

This role offers a structured training program and opportunities for ongoing professional development, with a six‑month in‑office probation followed by a hybrid pattern of three days in the office and two days at home.