Client Administrator

Evelyn Partners is seeking a Client Administrator to join their Financial Planning team in Leeds, providing full administrative support to Financial Planners and ensuring client satisfaction through direct contact with clients and operational colleagues.

Requirements

• 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
• Have 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

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave