Client Administrator

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients. The Client Administrator will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive client experience.

Requirements

• Previous experience working within Financial Services is essential
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc
• Experience of diary management, onboarding clients and supporting Clients through a variety of processes
• Ambition to build a career within financial services firm, with a willingness to learn and develop
• Strong ethic of client service
• Strong communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

Benefits

• 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