Client Administrator FTC 16 months
Posted 1 day ago by Evelyn Partners
Negotiable
Undetermined
Hybrid
London, England, United Kingdom
Summary: The Client Administrator role at Evelyn Partners involves providing comprehensive administrative support to Financial Planners over a fixed-term contract of 16 months. The position emphasizes client satisfaction through direct interaction and collaboration with operational teams while adhering to regulatory standards. The successful candidate will maintain client records and back-office systems, ensuring excellent client outcomes and proactive management of business processes.
Key Responsibilities:
- Work closely with aligned Financial Planners to deliver excellent client outcomes.
- Build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with company policies.
- Request policy information from third-party policy providers if applicable.
- Liaise with operational teams for support on activities such as scripts, transfers, corporate actions, and static data changes.
- Prepare meeting packs and valuations.
- Process all business in accordance with required processes and proactive pipeline management, including establishing new accounts on internal systems and collating AML documentation as required.
Key Skills:
- Proven experience working in the financial services industry, ideally 2 to 5 years.
- Strong ethic of client service.
- Ability to work under pressure and prioritize work.
- Excellent written and verbal communication skills, influencing, and organizational skills.
- Ability to use judgment and reasoning to propose solutions to problems.
- Excellent standard of education, ideally degree qualified but not essential.
- Interest in further development through additional qualifications.
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description Job Purpose To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. This role is for 16 months fixed term contract
Qualifications
Key Responsibilities
- To work closely with the aligned Financial Planners to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- 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
- 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.
Skills, Experience & Qualifications Proven experience working in the financial services industry–ideally 2 to 5 years’ experience. A strong ethic of client service. Ability to work under pressure and to prioritise work. Excellent communication skills both written and verbal, influencing and organisational skills. Ability to use judgement and reasoning to propose solutions to problems. Professional Qualifications And Education Excellent standard of education, ideally degree qualified but not essential. Interested in further development through additional qualifications.
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.