Hybrid Client Admin for Wealth Planning Success

Evelyn Partners; Bracknell; 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 Bracknell is seeking a Client Administrator to provide full administrative support to Financial Planners and to build strong relationships with clients for a positive, streamlined service.

The role is office-based with a six-month probation, then moving to a hybrid pattern of three days in the office and two days at home. You will prepare meeting packs, maintain client records and liaise with operations to support client outcomes.

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

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.

Job description

Evelyn Partners in Bracknell is seeking a Client Administrator to provide full administrative support to Financial Planners and to build strong relationships with clients for a positive, streamlined service.

The role is office-based with a six-month probation, then moving to a hybrid pattern of three days in the office and two days at home. You will prepare meeting packs, maintain client records and liaise with operations to support client outcomes.