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Client Administrator

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Evelyn Partners

Aug 9, 2024

Applications are closed

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Manchester

Requirements

  • - Previous experience working within financial planning/ wealth management
  • - Experience of working with senior stakeholders/ financial advisers
  • - Experience of working on end to end service delivery
  • - A strong ethic of client service
  • - Ability to work under pressure and to prioritise work
  • - Excellent communication skills both written and verbal, influencing and organisational skills
  • - Ability to use judgement and reasoning to propose solutions to problems

Responsibilities

  • To work closely with the aligned Financial Planners to deliver excellent client outcomes.
  • To build relationships with clients and maintain regular contact.
  • 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)
  • Maintain back-office systems and client records in line with the company policies.

FAQs

What is the role of a Client Administrator at Evelyn Partners?

The Client Administrator is responsible for providing full administrative support to Financial Planners, building relationships with clients, and ensuring a positive client experience.

What qualifications are needed for this position?

Previous experience in financial planning or wealth management, experience working with senior stakeholders, a strong ethic of client service, and excellent communication skills are required.

Will I receive training and support in this role?

Yes, you will have access to a structured training programme and ongoing professional development opportunities.

How does Evelyn Partners promote diversity and inclusion?

Evelyn Partners values a diverse workforce and has active employee resource groups, along with multiple diversity, equity, and inclusion initiatives in place.

What kind of benefits can I expect as a Client Administrator?

Benefits include a competitive salary, private medical insurance, life assurance, pension contributions, a hybrid working model, a generous holiday package, and the option to purchase additional holiday.

Will I have the opportunity to collaborate with experienced professionals?

Yes, you will have the opportunity to collaborate and learn from a team of experienced Investment Managers and Financial Advisers.

Is previous experience required for this position?

Yes, previous experience working within financial planning or wealth management is required to be successful in this role.

How does the company handle adjustments for applicants with special needs?

Evelyn Partners is committed to accommodating reasonable adjustments for applicants' needs throughout the application process; candidates are encouraged to inform their Recruiter of any such requirements.

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Evelyn Partners

Placing the power of good advice into more hands

Finance
Industry
1001-5000
Employees
1836
Founded Year

Mission & Purpose

At Evelyn Partners (formerly Tilney Smith & Williamson), their longstanding commitment has been to provide sound advice, empowering individuals and businesses to thrive. With nearly two centuries of experience, their mission is to democratise access to quality advice, ensuring it's available to all, regardless of financial status. As the UK's premier integrated wealth management and professional services group, they cater to diverse client needs, from individual wealth management to comprehensive business services. Through a personalised approach and deep understanding, they aim to support clients in achieving their most meaningful goals.

Culture & Values

  • Personal: 'we treat you as an individual'

    We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.

  • Partnership: 'we go further together'

    We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.

  • Performance: 'we strive for more'

    We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Benefits

  • Holidays

    Competitive annual leave allowance and access to additional holidays.

  • Benefits

    Income protection, life assurance, a generous pension scheme and much more.

  • Wellbeing

    Private medical insurance, discounts at over 3,000 gyms, studios, fitness centres and sports clubs across the UK, plus access to our Employee Assistance Programme and Cycle to Work scheme.

  • Family

    In addition to offering paid maternity leave, we also offer paternity, adoption and shared parental leave schemes.