Wealth Client Admin Specialist (Hybrid)

evelyn Partners; Crediton; Hybrid; GBP 24,000 - 30,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking an experienced administrative assistant to support our Financial Planners, ensuring client satisfaction through direct contact and diligent processing of records and documents.

The role requires strong client service, excellent communication, and the ability to work under pressure in a hybrid, UK-based environment. A degree is preferred but not essential, with ample scope for development and career progression.

Qualifications

• Experience in financial planning/wealth industry
• Experience in high-level administration
• Strong client service ethic
• Ability to work under pressure and prioritise work
• Excellent communication and organisational skills

Responsibilities

• Provide administrative support to Financial Planners
• Build relationships with clients and maintain regular contact
• Maintain back-office systems and client records
• Prepare meeting packs and valuations
• Process AML documentation and regulatory requirements
• Collaborate with operations and support teams
• Promote use of digital tools and client portal

Skills

Client service

Communication

Organisational skills

Prioritisation

Regulatory awareness

Education

Degree preferred

Tools

Back-office systems

Job description

Evelyn Partners is seeking an experienced administrative assistant to support our Financial Planners, ensuring client satisfaction through direct contact and diligent processing of records and documents.

The role requires strong client service, excellent communication, and the ability to work under pressure in a hybrid, UK-based environment. A degree is preferred but not essential, with ample scope for development and career progression.