Client Administrator

Client Administrator focuses on 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.

What the role involves

• 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.
• Provide strong foundations for the future and guide them towards their goals.
• Working closely with the aligned Financial Planners to deliver excellent client outcomes.
• Liaise with operational teams where support is provided on activities. , scripts, transfers, corporate actions, static data changes, where applicable.
• Maintaining back-office systems and client records in line with the company policies.

Skills and requirements

• Preparation of meeting packs and valuations (as required).
• Previous experience working within Financial Planning Client Administration is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments.
• An ambition to build a career within financial services firm, with a willingness to learn.

Candidate fit

• organisation, accuracy, communication, and careful task follow-through