Hybrid Financial Planning Administrator | Client Service

SW Group; Exeter; Hybrid; GBP 25,000 - 40,000; Full time

Benefits offered by this job

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

Job summary

Evelyn Partners is seeking an organised administrator to provide full administrative support to Financial Planners within our wealth management team. You will handle client communications, maintain records, and help ensure regulatory standards are met.

The role emphasises high-quality client service, accurate data handling, and effective collaboration with colleagues. A degree is ideal but not essential, with opportunities for development and progression within a supportive hybrid-working

Qualifications

• Excellent education standard; degree preferred but not essential.
• Interest in further development through additional qualifications.
• Proven experience in the financial planning/wealth industry.
• Experience of high-level administration.
• Strong ethic of client service.
• Ability to work under pressure and prioritise work.
• Excellent communication skills, both influencing and organisational.
• Ability to use judgement and reasoning to propose solutions.

Responsibilities

• Work closely with the aligned Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with company policies.
• Request policy information from third-party policy providers if applicable.
• Liaise with operational teams on activities (scripts, transfers, corporate actions, data changes).
• Prepare meeting packs and valuations.
• Process all business in line with required processes and pipeline management, including AML documentation.
• Identify and report risks, breaches or errors; log and mitigate actions.
• Encourage client use of portals and digital tools; provide guidance as required.
• Collaborate and share best practices with colleagues.

Skills

Client service

Communication skills

Organisational skills

Prioritisation

Education

Degree preferred

Tools

Back-office systems

Job description

Evelyn Partners is seeking an organised administrator to provide full administrative support to Financial Planners within our wealth management team. You will handle client communications, maintain records, and help ensure regulatory standards are met.

The role emphasises high-quality client service, accurate data handling, and effective collaboration with colleagues. A degree is ideal but not essential, with opportunities for development and progression within a supportive hybrid-working