Job Description
What will you be doing?
We’re seeking an ambitious individual to join our Financial Planning team in Bristol, 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 a Client Administrator at Evelyn Partners, you’ll receive structured training, competency oversight, and ongoing support to grow personally and professionally. You’ll also be encouraged to pursue further qualifications and collaborate with experienced Investment Managers to enhance your development.
This role has a requirement of full time in the office for 6 months through probation period, the role will then move to hybrid of 3 days in office and 2 days working from home.
As a Client Administrator, your responsibilities will include among others:
* Working closely with the aligned Financial Planners to deliver excellent client outcomes.
* Building relationships with clients and maintain regular contact.
* Liaising with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
* Handling prepartion of meeting packs and valuations (as required)
* Assisting investment managers in the preparation of new business pitches and presentations
* Maintaining back-office systems and client records in line with the company policies.
Qualifications
Skills and Experience
To be successful in this role, you should
* Have previous administrative experience working within financial planning/ wealth management
* Hold experience of completing new business and transfers
* Knowledge of financial products such as Investments, ISAs, GIAs, Pensions
* Strong communication skills with an ability to build relationships
* The ability to fully plan workload and display excellent organisational skills.
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
* Hybrid working model (role dependant)
* 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.