Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Client Administrator will join the Client Admin Financial Planning team in London, providing full administrative support to Financial Planners and building client relationships to deliver a positive client experience.

Responsibilities

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

Requirements

• Proven experience working within Financial Planning / Wealth Management is essential.
• Experience working within a client support / financial planner support role is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• An ambition to build a career within a financial services firm, with a willingness to learn and develop.
• A strong ethic of client service.
• Strong (verbal and written) communication skills with an ability to build relationships.
• The ability to fully plan workload and display excellent organisational skills.

Skills

• Communication skills
• Organisational skills

Location

• London

Work Type

• Full-time
• Hybrid

Experience Level

• Essential experience in Financial Planning / Wealth Management
• Essential experience in client support / financial planner support

Salary/Compensations

• Competitive salary

Benefits

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

About the Company

• Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice.
• Our success hinges on our people and that’s our secret for longevity.
• We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands.
• We go further to understand the needs of our clients and what matters most to them.
• We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Equal Opportunity

• We are proud to value the differences that a diverse workforce brings, representative of society and our clients.
• At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.
• It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
• We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.