Financial Planning Client Administrator

Evelyn Partners; Leeds; Hybrid; GBP 22,000 - 30,000; 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 is recruiting a Client Administrator in Leeds to support Financial Planners and ensure an exceptional client experience. You will act as a key contact for clients and internal stakeholders, providing comprehensive administrative and operational support across the client journey.

The role starts with full-time in-office work during a 6-month probation, then transitions to a smart working pattern of 3 days in office and 2 days from home, offering hybrid flexibility.

Qualifications

• Proactive, client-focused professional with strong organisational skills.
• Experience in Financial Planning / Wealth Management is essential.
• Experience in a client support / financial planner support role is essential.
• Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds.
• Strong verbal and written communication with ability to build relationships.
• Able to plan workload and maintain organisation.

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 activities (scripts, transfers, corporate actions, data changes).
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with policies.

Education

Degree educated

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.

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

We're looking for a Client Administrator to join our Client Delivery team within our Leeds office. As a Client Administrator, you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for clients and internal stakeholders, you will provide comprehensive administrative and operational support throughout the client journey. You will be responsible for managing client records, coordinating business processing activities, supporting meetings and reviews, and helping to drive operational efficiency while building trusted relationships with clients and colleagues alike.

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.

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

Skills, Experience & Qualifications

We're looking for a proactive, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. You will bring strong organisational skills, attention to detail, and the ability to build lasting relationships with both clients and colleagues.

What You'll Bring

• A strong educational background, ideally degree educated, although equivalent experience will be equally valued.
• Proven experience working within Financial Planning / Wealth Management is essential
• Experience working within a client support / financial planner support role is essentialStrong 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

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.