Hybrid Client Administrator for Wealth Management

SmartRecruiters, Inc.; Leeds; Hybrid; GBP 21,000 - 30,000; 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 Leeds is seeking a Client Administrator to support Financial Planners and ensure an exceptional client journey. You will manage client records, coordinate processing activities and assist with meetings and valuations, helping to drive operational efficiency.

The role starts in the office for a 6 month probation, then moves to our smart working pattern of 3 days in office and 2 days from home.

Qualifications

• Proactive, client-focused professional.
• Strong organisational skills and attention to detail.
• Experience in Financial Planning / Wealth Management is essential.
• Excellent verbal and written communication.
• Ability to plan workload and manage multiple priorities.

Responsibilities

• Support Financial Planners and client delivery.
• Maintain client records and back-office data.
• Prepare meeting packs and valuations.
• Coordinate with operations on transfers and actions.
• Build relationships with clients and colleagues.

Skills

Client focus

Organisational skills

Communication

Financial services knowledge

Education

Degree educated

Job description

Evelyn Partners in Leeds is seeking a Client Administrator to support Financial Planners and ensure an exceptional client journey. You will manage client records, coordinate processing activities and assist with meetings and valuations, helping to drive operational efficiency.

The role starts in the office for a 6 month probation, then moves to our smart working pattern of 3 days in office and 2 days from home.