Job Description We're seeking an ambitious individual to join our Client Admin Financial Planning team in our Bracknell office. The successful candidate 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 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. The role will initially require full time in the office through training and implementation then will move to a hybrid pattern of 3 days in office and 2 days working from home after probation. As a Client Administrator, your responsibilities will include among others: To work closely with the aligned Financial Planners and 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. To encourage client, use of portal and other digital tools, provide guidance where required. To collaborate and share best practices with colleagues.