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

Hybrid working: This role will require 6 months full time in the office and after successful probation will move onto a hybrid pattern of 3 days in office and 2 days working from home. 

Job Purpose

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

• To work closely with the aligned Financial Planners to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• Liaise 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.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practices with colleagues.

Qualifications

Skills, Experience & Qualifications

• Experience supporting Financial Planners with a range of investment and pension products including ISAs, SIPPs, GIAs, Bonds and Protection policies.
• Experience administering new business, fund switches, withdrawals, transfers, and servicing activities while maintaining accurate client records and ensuring regulatory compliance.
• Experience delivering high quality client service, liaising with providers and clients and preparing valuations, review packs, and portfolio documentation.

Professional Qualifications and Education

• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.

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
• 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