Hybrid Client Admin - Financial Planning Support

Evelyn Partners; Belfast City District; Hybrid; GBP 22,000 - 28,000; 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 Belfast is seeking a Client Administrator to join our Client Admin Financial Planning team. You will provide full administrative support to Financial Planners and build strong relationships with clients to ensure a positive, streamlined experience.

The role offers a structured training path, opportunities for professional development, and a hybrid work pattern after a 6-month in-office probation: 3 days in the office and 2 days from home, with ongoing collaboration across our

Qualifications

• Proven experience within Financial Planning / Wealth Management.
• Experience in client support / financial planner support.
• Knowledge of ISAs, SIPPs, Pensions, Investments, Bonds, etc.
• Ambition to build a career in financial services with willingness to learn.
• Strong client service ethos.
• Excellent verbal and written communication with relationship-building ability.
• Able to plan workload and demonstrate strong organisational skills.

Responsibilities

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

Skills

Experience in Financial Planning/Weath

Client support / financial planner

Knowledge of financial products (ISAs,

Career ambition in financial services

Client service orientation

Strong verbal & written communication

Organisational workload planning

Job description

Evelyn Partners in Belfast is seeking a Client Administrator to join our Client Admin Financial Planning team. You will provide full administrative support to Financial Planners and build strong relationships with clients to ensure a positive, streamlined experience.

The role offers a structured training path, opportunities for professional development, and a hybrid work pattern after a 6-month in-office probation: 3 days in the office and 2 days from home, with ongoing collaboration across our