Financial Planning Client Administrator

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 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.
  
  

Qualifications

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.
• Excellent communication skills with 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.