Financial Planning Client Administrator

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

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

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team in Bracknell, 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 program 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 role will require full time in office through 6 month probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.

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

• To work closely with the aligned Financial Planners and 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)
• Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should

• Proven experience working within Financial Services
• Experience working within a client support / financial planner support role
• Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• A strong ethic of client service
• Strongcommunication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Additional Information

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

• 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.

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