Hybrid Client Admin – Financial Planning

Evelyn Partners; Newcastle upon Tyne; Hybrid; GBP 24,000 - 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 in Newcastle Upon Tyne is seeking a Client Administrator to support Financial Planners and build strong client relationships. You will handle administrative tasks, prepare meeting packs and valuations, and maintain client records in line with company policies.

The role starts with full-time in-office work for six months, then moves to a hybrid pattern (3 days in the office, 2 at home). You will collaborate with Investment Managers and Financial Advisers, develop knowledge of

Qualifications

• Previous experience in 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

• 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 (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

Strong communication skills

Excellent organisational skills

Relationship building

Workload planning

Education

Experience in Financial Planning Client Administration

Job description

Evelyn Partners in Newcastle Upon Tyne is seeking a Client Administrator to support Financial Planners and build strong client relationships. You will handle administrative tasks, prepare meeting packs and valuations, and maintain client records in line with company policies.

The role starts with full-time in-office work for six months, then moves to a hybrid pattern (3 days in the office, 2 at home). You will collaborate with Investment Managers and Financial Advisers, develop knowledge of