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Assistant client administrator

Nottingham (Nottinghamshire)
Assistant
Posted: 10 May
Offer description

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, as well as building relationships with clients to deliver a positive and sleek 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 offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from. This is a hybrid working role with a requirement to be in the office 3 days per week. As an Assistant Client Administrator, your responsibilities will include among others: To support the Client Administration team in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner. Responsible for organising client review meetings and preparing meeting packs and required valuations. Responsible for post and other front office activities as required. To collaborate and share best practices with colleagues. Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.

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