Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our three core values:

Personal — we treat you as an individual
Partnership — we go further together
Performance — we strive for more.

What will you be doing?

We are seeking a talented individual to join our Financial Planning/Client Delivery team. The Client Administrator will provide full dedicated support  ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

As a Client Administrator, some of your responsibilities will be to:

  • Proactively develop and maintain effective relationships with clients, colleagues, and 3rd-party firms. Be the point of contact for all client servicing and new business queries; research and resolve client issues timely and efficiently. Prepare for client meetings and attend as and when required.
  • Provide the business support necessary in meeting the TSW strategy and business objectives, as required. Process all business in accordance with required processes & proactive pipeline management. Prepare and print illustrations, key features and applications as required.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures. Request policy information from third-party policy providers.
  • Coordinate and produce client valuations as part of the advice delivery process. Maintain client records in accordance with internal Compliance requirements. Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations.
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients.
  • Cover Front of House responsibilities as and when required.

To be successful in this role, you should have:

  • Ability to demonstrate operational experience within the financial services industry.
  • A proven strong ethic of client service. Proficient IT skills in core Microsoft Office systems.
  • Professional telephone manner along with excellent written communication skills; an eye for detail.
  • Excellent analytical skills for investigating and researching problems.
  • A broad knowledge of FCA regulations and its application within Financial Planning.
  • Excellent standard of education ideally with Certificate in Financial Administration (CF1)/equivalent with a desire to further development through additional qualifications.

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 dependent)

  • Generous holiday package

  • Option to purchase additional holiday

  • Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.