Client Administrator at Evelyn Partners Group Limited

Bristol, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

08 Jul, 26

Salary

0.0

Posted On

09 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial services, Financial planning, Client relationship management, Diary management, Onboarding, Administrative support, Communication skills, Organizational skills, Investment management, Data management, Financial products, ISAs, SIPPs, Pensions, Investments, Bonds

Industry

Financial Services

Description

Company Description 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. Job Description What will you be doing? The Client Administrator will join our Financial Planning team in our Bristol office, 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. Smart Working Pattern: This role will have a 6 month full time office requirement through the probation period and then after successful completion will be moved onto a hybrid pattern of 3 days in office and 2 days working from home. What's in it for me? As an 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. As an 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. Qualifications o be successful in this role, you should Previous experience working within Financial Services is essential Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc Experience of diary management, onboarding clients and supporting Clients through a variety of processes 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 Additional Information As a colleague here at Evelyn Partners, you will have access to benefits that include: 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 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. Office Location: Newcastle : Newcastle (St Anns Quay)

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Responsibilities

The Client Administrator provides comprehensive administrative support to Financial Planners and manages client relationships to ensure a positive experience. Responsibilities include preparing meeting materials, maintaining back-office systems, and liaising with operational teams for various client processes.