Assistant Client Administrator, Nottingham
Client:
Location:
Nottingham, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Reference:
330de9bb8452
Job Views:
4
Posted:
12.07.2025
Expiry Date:
26.08.2025
Job Description:
We're seeking an ambitious individual who is starting out on their career journey to join our Financial Planning team in Nottingham. In this role, you'll provide administrative support to our Financial Planners and be the first point of contact for our clients, delivering a positive, professional, and sleek client experience.
What's in it for me?
As an Assistant Client Administrator at Evelyn Partners, we will ensure you are fully supported and create development opportunities to enable you to grow personally and professionally. You'll have access to a fully structured training programme tailored to you. We also have a team of experienced Investment Managers and Financial Advisers from whom you can learn.
This is a hybrid role with a requirement to be in the office 4 days per week.
Responsibilities include:
* Supporting the Client Administration team in delivering high-standard, timely administration activities.
* Organising client review meetings, preparing meeting packs, and valuations.
* Handling post and front office activities as required.
* Collaborating and sharing best practices with colleagues.
* Identifying and reporting risks, breaches, or errors, ensuring they are logged and mitigated.
Qualifications:
* National 5 (N5) Grade C in Maths and English or above (equivalent to GCSE in England).
* Previous administrative experience.
* Experience in financial or professional services industry.
* Strong client service ethic.
* Studying towards Level 4 qualification (preferred but not essential).
* Excellent verbal and written communication skills.
* Strong organisational and workload planning skills.
Additional Benefits:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package and options to purchase additional leave
* Shared parental leave
We value diversity and are committed to an inclusive environment. We provide reasonable adjustments during the application process. Please inform your Recruiter of any needs.
Please note: If you do not hold a passport for the country of the vacancy, a work permit may be required. Check our Blog for more information.
Applications should be submitted via the 'Apply now' button. Bank or payment details should not be provided in your application.
Created on 12/07/2025 by TN, United Kingdom
#J-18808-Ljbffr