Financial Planning Client Administrator at SW Group

City of Edinburgh, Scotland, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Enquiries Management, Administrative Support, Scheduling, Client Meetings Coordination, Documentation Preparation, Regulatory Compliance, CRM System Maintenance, Client Onboarding, Meeting Pack Preparation, Letters of Authority Processing, Client Report Preparation, Withdrawal Requests Handling, Drawdown Requests Handling, Communication Skills, Organisational Skills, Time Management

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 Edinburgh. 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: Serve as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour Provide comprehensive administrative support to financial planners, including scheduling and coordinating client meetings Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information. Manage client onboarding processes, including preparing meeting packs and processing Letters of Authority Prepare client reports and handle withdrawal and drawdown requests efficiently Support the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction Qualifications National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE) Previous client 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: Edinburgh (Morrison Street)

Responsibilities

The role involves serving as the primary point of contact for client inquiries and providing comprehensive administrative support to Financial Planners, ensuring client satisfaction through direct contact and adherence to regulatory standards. Key duties include preparing and processing client documentation, managing onboarding, handling reports, and processing withdrawal/drawdown requests.