Client Administrator

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. 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.

We are building a network of talented professionals for future opportunities across our business. While this is not a live vacancy, we encourage you to register your interest and join our talent pool. If a role becomes available that aligns with your experience and career aspirations, we will be delighted to contact you.

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team in Newcastle Upon Tyne, 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 program 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.

Hybrid working pattern

This role will require full time in office through 6 month probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.

Responsibilities

To work closely with the aligned Financial Planners and to deliver excellent client outcomes.; To 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.

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 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

Benefits

Competitive salary; Private medical insurance; Life assurance; Pension contribution; Hybrid working model (role dependant); Generous holiday package; Option to purchase additional holiday; Shared parental leave