Financial Planning Client Administrator

SW Group; Exeter; Hybrid; GBP 25,000 - 40,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model (role dependant)

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking an organised administrator to provide full administrative support to Financial Planners within our wealth management team. You will handle client communications, maintain records, and help ensure regulatory standards are met.

The role emphasises high-quality client service, accurate data handling, and effective collaboration with colleagues. A degree is ideal but not essential, with opportunities for development and progression within a supportive hybrid-working

Qualifications

• Excellent education standard; degree preferred but not essential.
• Interest in further development through additional qualifications.
• Proven experience in the financial planning/wealth industry.
• Experience of high-level administration.
• Strong ethic of client service.
• Ability to work under pressure and prioritise work.
• Excellent communication skills, both influencing and organisational.
• Ability to use judgement and reasoning to propose solutions.

Responsibilities

• Work closely with the aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with company policies.
• Request policy information from third-party policy providers if applicable.
• Liaise with operational teams on activities (scripts, transfers, corporate actions, data changes).
• Prepare meeting packs and valuations.
• Process all business in line with required processes and pipeline management, including AML documentation.
• Identify and report risks, breaches or errors; log and mitigate actions.
• Encourage client use of portals and digital tools; provide guidance as required.
• Collaborate and share best practices with colleagues.

Skills

Client service

Communication skills

Organisational skills

Prioritisation

Education

Degree preferred

Tools

Back-office systems

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

Job Purpose

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• 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
• Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practices with colleagues.

Skills, Experience & Qualifications

• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.
• Proven experience working in the financial planning/ wealth industry
• Experience of high level administration
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills both, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Additional Information

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

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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.