Wealth Planning Client Administrator (Hybrid)

evelyn Partners; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services firm in Bristol is seeking a Client Administrator to join their Financial Planning team. This hybrid role involves providing administrative support to Financial Planners, maintaining client relationships, and ensuring excellent client outcomes. Candidates should have a strong commitment to client service, communication skills, and an ambition to develop within the industry. The position offers a competitive salary and a diverse range of benefits, contributing to personal and professional growth.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven experience in the financial services industry is ideal.
• Willingness to learn and develop a career in finance.
• Knowledge of financial products like ISAs, Pensions.

Responsibilities

• Work closely with Financial Planners to improve client outcomes.
• Build and maintain client relationships.
• Prepare meeting packs and client records.

Skills

Client service ethic

Strong communication skills

Organizational skills

Judgement and reasoning

Job description

A leading financial services firm in Bristol is seeking a Client Administrator to join their Financial Planning team. This hybrid role involves providing administrative support to Financial Planners, maintaining client relationships, and ensuring excellent client outcomes. Candidates should have a strong commitment to client service, communication skills, and an ambition to develop within the industry. The position offers a competitive salary and a diverse range of benefits, contributing to personal and professional growth.