Back Office à Espagne

We're seeking an ambitious individual to join our Client Admin Financial Planning team in London. You will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.

As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally. You will have access to a structured training programme offering Training & Competency oversight to excel in personal development. We encourage continuous professional development via ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.

Kate Barton, Head of Client Delivery in our London Office, has recorded an audio clip which brings this role to life. Kate also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.

• Work closely with Financial Planners to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams for support activities such as scripts, transfers, corporate actions, static data changes, etc.
• Prepare meeting packs and valuations as required.
• Maintain back-office systems and client records in line with company policies.

• Proven experience in Financial Planning / Wealth Management is essential.
• Experience in a client support or financial planner support role is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds, etc.
• Aspirations to build a career within a financial services firm, with a willingness to learn and develop.
• Excellent client service ethic.
• Studying towards an accredited Level 4 qualification is preferred but not essential.
• Strong verbal and written communication skills with relationship-building ability.
• Excellent organizational skills and workload planning ability.

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package and option to purchase additional holidays
• Shared parental leave

We value diversity and are committed to creating an inclusive environment. We are happy to make reasonable adjustments during the application process. Please inform your Recruiter of any needs.