Financial Planning Client Administrator at Evelyn Partners in Leeds, , United Kingdom

Job description

• We're looking for a Client Administrator to join our Client Delivery team within our Leeds office.
• As a Client Administrator, you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for clients and internal stakeholders, you will provide comprehensive administrative and operational support throughout the client journey.
• You will be responsible for managing client records, coordinating business processing activities, supporting meetings and reviews, and helping to drive operational efficiency while building trusted relationships with clients and colleagues alike.

Responsibilities

• 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.

Requirements

• We're looking for a proactive, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. You will bring strong organisational skills, attention to detail, and the ability to build lasting relationships with both clients and colleagues.
• A strong educational background, ideally degree educated, although equivalent experience will be equally valued.
• Proven experience working within Financial Planning / Wealth Management is essential
• Experience working within a client support / financial planner support role is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Skills

Required

• A strong ethic of client service
• Proactive, client-focused professional
• Attention to detail

Benefits

• 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