Financial Planning Client Administrator
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We’re seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues.
Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days in office and 2 days working from home.
As Client Administrator, your responsibilities will include among others:-
- Working closely with the aligned Financial Planners to deliver excellent client outcomes while building relationships with clients and maintaining regular contact.
- Requesting policy information from third party policy providers if applicable, while maintaining back-office systems and client records in line with the company policies.
- Liaising 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)
- Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
To be successful in this role, you should:
- Hold GCSE Maths and English (9-4 / A-C grades) or equivalent
- Have previous administrative experience working within financial services
- Have previous Administrative experience working in wealth management/ financial services industry
- Have experience of working in personal injury/ court of protection client work would be an advantage
- Gained experience of processing new business, transfers, preparing meeting packs
- Have the ability to work under pressure and to prioritise work.
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.