Assistant Client Administration

Newcastle Upon Tyne, England, United Kingdom

4/16/2025

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

Job Purpose

To provide administration support to the Client Administration team who support Financial Planners and/ or Investment Managers. This is a great opportunity for someone looking to expand their career further into financial services.

This role will be full time in the office 5 days per week Monday to Friday

Key Responsibilities

• To support the Client Administration team in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner.
• Responsible for organising client review meetings
• Responsible for post and other front office activities
• Handling telephone calls with clients effectively
• Ordering office stationery
• General housekeeping
• Ad-hoc general administration
  
  

Qualifications

To be successful in this role, you should have:

• GCSE grade 9-4 (A-C) in English and Maths are required, degree qualified is desirable
• Experience within a front office/ administrative role
• Excellent communication skills both written and verbal
• Ability to work under pressure and prioritise work
  
  

Hours of work: Full Time in office 9-5pm Monday to Friday

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.