Client Administrator

What will you be doing?
The Client Administrator will join our Financial Planning Client delivery team, in which you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
What's in it for me?
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 personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
Working pattern: This role will have a requirement of full time office attendance for the first initial 6 months over the probation period, after successful completion, this will move to a hybrid pattern of 3 days in office and 2 days working from home.
As a Client Administrator, your responsibilities will include among others:
Working closely with the aligned Financial Planners to deliver excellent client outcomes
Build relationships with clients and maintain regular contact
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies
To be successful in this role, you should:
Previous experience working within Financial Planning Client Administration is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Strong communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Employment type
Full-time

Work arrangement
Hybrid