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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.