Financial Planning Client Administrator

Evelyn Partners; Exeter; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking an administrator to support Financial Planners in Exeter, ensuring excellent client service and regulatory compliance. The role involves direct client contact, maintaining records, and coordinating with back-office teams to streamline processes.

You will build relationships with clients, prepare meeting packs and valuations, and support AML documentation while contributing to a collaborative, compliant office environment.

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.

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

High-level administration

Excellent communication

Client service mindset

Prioritisation under pressure

Team collaboration

Education

Degree preferred

Job description

• Office Location: Exeter : Exeter (Sterling Court)

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.

Qualifications

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:

• 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.