Wealth Client Services Administrator

Evelyn Partners; Exeter; On-site; GBP 20,000 - 24,000; 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, a leading wealth manager in the UK, is seeking an organised administrator to support Financial Planners in Exeter. You will manage client records, handle AML documentation, and coordinate with back-office teams to ensure accurate, compliant processing of client cases.

In this role you will build strong relationships with clients, assist with meeting packs, valuations, and ensure smooth daily operations while upholding regulatory standards and high service levels.

Qualifications

• Strong administrative experience in the financial planning/wealth industry.
• Experience handling AML documentation and client records.
• Ability to liaise with multiple teams and maintain accurate back-office systems.

Responsibilities

• Work closely with Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records per company policies.
• Request policy information from third party providers as applicable.
• Collaborate with operational teams on scripts, transfers and corporate actions.
• Prepare meeting packs and valuations for client reviews.
• Process business in line with required processes and AML controls.
• Identify and report risks, breaches or errors, and drive mitigations.
• Encourage client use of the portal and digital tools, offering guidance.

Skills

Client service

Communication skills

Organisational skills

Under pressure

Judgement/Problem solving

Digital tools familiarity

Education

Degree preferred

Excellent education

Job description

Evelyn Partners, a leading wealth manager in the UK, is seeking an organised administrator to support Financial Planners in Exeter. You will manage client records, handle AML documentation, and coordinate with back-office teams to ensure accurate, compliant processing of client cases.

In this role you will build strong relationships with clients, assist with meeting packs, valuations, and ensure smooth daily operations while upholding regulatory standards and high service levels.