Financial Planning Client Administrator

Evelyn Partners; Greater London; Hybrid; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in London is seeking a Client Administrator to provide comprehensive administrative support to Financial Planners and to help deliver a polished client experience.

You will join the Client Admin Financial Planning team, build relationships with clients, and coordinate with operations on scripts, transfers, and data changes, with a hybrid pattern after a 6‑month probation.

Qualifications

• Experience in Financial Planning / Wealth Management.
• Experience in client support / financial planner support.
• Knowledge of ISAs, SIPPs, Pensions, Investments, Bonds.
• Willingness to learn and develop in financial services.
• Strong client service ethic.
• Excellent verbal and written communication; ability to build relationships.
• Ability to plan workload and stay organized.

Responsibilities

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

Skills

Financial Planning

Client support

Financial products knowledge

Career development

Client service ethos

Communication skills

Workload planning and 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 London, 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.

Hear from the Team

Kate Barton, Head of Client Delivery in our London Office, has recorded an audio clip which brings this role to life. Kate also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team.

Hybrid working pattern

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.

Responsibilities

• 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

• Proven experience working within Financial Planning / Wealth Management is essential
• Experience working within a client support / financial planner support role is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Additional Information

• 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.