Client Administrator

Overview

In this role you support Financial Planners to deliver a seamless client experience and contribute to Evelyn Partners’ client-centric mission. You work closely with planners, build relationships with clients, and coordinate with operations to enable smooth service delivery.

You’ll prepare materials and maintain client records within policy, supporting ongoing professional development within a collaborative team. This is a solid entry point to grow in wealth management, with structured training and exposure to experienced investment and advisory professionals.

You will thrive by delivering reliable client service and helping the team uphold high standards of operational excellence.

Pay / Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package

Responsibilities

• Provide administrative support to aligned Financial Planners
• Build and maintain client relationships with regular contact
• Coordinate with operational teams on activities (scripts, transfers, corporate actions, static data changes)
• Prepare meeting packs and valuations as required
• Maintain back-office systems and client records in line with company policies

Key requirements

• Proven experience in Financial Planning / Wealth Management
• Experience in a client support / financial planner support role
• Strong knowledge of financial products (ISAs, SIPPs, Pensions, Investments, Bonds)
• Ambition to build a career in financial services with willingness to learn
• Strong client service ethic
• Strong verbal and written communication skills
• Excellent workload planning and organisational skills
• Client-focused
• Relationship-building
• Excellent communication
• Organisational prowess
• Knowledge of financial products (ISAs, SIPPs, Pensions, Investments, Bonds)
• Back-office systems experience

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