Financial Planning Client Administrator

SW Group; Newcastle upon Tyne; Hybrid; GBP 24,000 - 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 in Newcastle upon Tyne is seeking a Client Administrator to join the Financial Planning team. You will provide comprehensive administrative support to Financial Planners and build strong client relationships to ensure a positive, streamlined client experience.

The role includes training and competency oversight with ongoing professional development opportunities. After a 6-month probation, the role becomes hybrid with three days in the office and two days remote, supporting a

Qualifications

• Previous experience working within Financial Planning Client Administration is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
• Ambition to build a career within a financial services firm, with willingness to learn and develop
• Strong ethic of client service
• Strong communication skills with an ability to build relationships
• Ability to fully plan workload and display excellent organisational skills

Responsibilities

• Work closely with the aligned Financial Planners to deliver excellent client outcomes
• Build relationships with clients and maintain regular contact
• Liaise with operational teams where support is provided on activities (scripts, transfers, corporate actions, static data changes)
• Preparation of meeting packs and valuations (as required)
• Maintain back-office systems and client records in line with company policies

Skills

Client service

Relationship building

Time management

Communication

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 Financial Planning team in Newcastle Upon Tyne, in which 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 programme 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.

Working Pattern

This role will have a requirement for full time office attendance for the first initial 6 months through probation, after successful completion, this will change to a hybrid pattern of 3 days in office and 2 days working from home.

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

• Working closely with the aligned Financial Planners to deliver excellent client outcomes
• 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:

• Previous experience working within Financial Planning Client Administration is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service
• Strong 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.