Job Description
We’re seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues.
Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days in office and 2 days working from home.
There might be a requirement to travel to Leeds office once per month.
As Client Administrator, your responsibilities will include among others:-
* Working closely with the aligned Financial Planners to deliver excellent client outcomes while building relationships with clients and maintaining regular contact.
* Requesting policy information from third party policy providers if applicable, while maintaining back-office systems and client records in line with the company policies.
* Liaising 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)
* Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
Qualifications
To be successful in this role, you should:
* Hold GCSE Maths and English (9-4 / A-C grades) or equivalent
* Have previous administrative experience working within financial services
* Have previous Administrative experience working in wealth management/ financial services industry
* Have experience of working in personal injury/ court of protection client work would be an advantage
* Gained experience of processing new business, transfers, preparing meeting packs
* Have the ability to work under pressure and to prioritise work.
* Excellent communication skills with 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.