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Assistant Client Administrator, Nottingham
Location: Nottingham, United Kingdom
Job Category: Customer Service
EU work permit required: Yes
Job Reference:
330de9bb8452
Job Views:
3
Posted:
10.05.2025
Expiry Date:
24.06.2025
Job Description:
We're seeking an ambitious individual to join our Financial Planning team in Nottingham. You will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and seamless client experience.
What's in it for me?
As an Assistant Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally. You will have access to a structured training programme, ongoing studying and qualifications, and opportunities to collaborate with experienced Investment Managers and Financial Advisers.
This is a hybrid role requiring presence in the office 3 days per week.
Responsibilities include:
* Supporting the Client Administration team with high-quality, timely administration activities.
* Organising client review meetings, preparing meeting packs, and valuations.
* Handling post and front office activities as required.
* Sharing best practices with colleagues.
* Identifying and reporting risks, breaches, or errors.
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.
* Excellent verbal and written communication skills.
* Strong organizational and workload planning skills.
Additional benefits include:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contributions
* Hybrid working (role dependent)
* Generous holiday package and option to purchase additional leave
* Shared parental leave
We value diversity and are committed to providing an inclusive environment where all colleagues feel respected and supported. We accommodate reasonable adjustments during the application process.
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