Client Administrator at SW Group

Leeds, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

19 May, 26

Salary

0.0

Posted On

18 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Enquiries Management, Communication Skills, Administrative Support, Scheduling, Documentation Preparation, Regulatory Compliance, CRM System Maintenance, Client Onboarding, Report Preparation, Withdrawal Processing, Drawdown Request Handling, Organisational Skills, Time Management, Adaptability, Financial Planning Knowledge, Wealth Management Knowledge

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 We’re seeking an ambitious individual to join our Financial Planning team in Leeds. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in office and 2 days working from home. As a Client Administrator , your responsibilities will include among others: Serving as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour Providing comprehensive administrative support to financial planners, including scheduling and coordinating client meetings Preparing and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information. Managing client onboarding processes, including preparing meeting packs and processing Letters of Authority Preparing client reports and handle withdrawal and drawdown requests efficiently Supporting the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction Qualifications Skills & Experience:- To be successful in this role, you should:- Maths and English Grade 9-4 (A-C) in GCSE or equivalent Previous administrative experience working within financial services Excellent organisational skills with the ability to prioritise tasks and manage time effectively Outstanding communication skills Understanding of financial planning and wealth management processes/ products Adaptability and willingness to learn in a dynamic financial services environment 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: Leeds : Leeds (Wellington Place)

Responsibilities

The Client Administrator will serve as the primary point of contact for client inquiries and provide comprehensive administrative support to Financial Planners, ensuring client satisfaction and adherence to regulatory standards. Key duties include preparing client documentation, managing onboarding processes, preparing reports, and handling withdrawal and drawdown requests.