Financial Planning Client Administrator

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.