Job Description
Company Description
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. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
We’re looking for a Client Administrator to join our Client Delivery team within our Leeds office.
As a Client Administrator, you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for clients and internal stakeholders, you will provide comprehensive administrative and operational support throughout the client journey.
You will be responsible for managing client records, coordinating business processing activities, supporting meetings and reviews, and helping to drive operational efficiency while building trusted relationships with clients and colleagues alike.
Key Responsibilities
Deliver comprehensive support to Financial Planners by working closely with aligned advisers to ensure the smooth management of client relationships, preparation for client meetings, and achievement of positive client outcomes.
Build and maintain strong client relationships through regular communication, responding to enquiries in a timely and professional manner, and providing guidance on the use of client portals and digital tools to enhance engagement and service delivery.
Manage client records and back-office administration by maintaining accurate and up-to-date information across internal systems
Coordinate business processing and pipeline management including establishing new client accounts, gathering and reviewing AML documentation, obtaining policy information from third-party providers and proactively monitoring cases through to completion.
Support client meetings and operational activities through the preparation of meeting packs, valuations, reports and other relevant documentation, while liaising effectively with internal operational teams to ensure seamless service delivery.
Maintain a strong focus on risk, compliance, and continuous improvement by identifying, escalating, and documenting risks, breaches, or errors
Qualifications
Skills, Experience & Qualifications
We’re looking for a proactive, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. You will bring strong organisational skills, attention to detail, and the ability to build lasting relationships with both clients and colleagues.
What You’ll Bring
- A strong educational background, ideally degree educated, although equivalent experience will be equally valued.
- Previous experience within financial planning or wealth management with client support/ services
- A genuine passion for delivering an outstanding client experience, with a commitment to providing a professional and personalised service.
- The ability to effectively manage competing priorities, work to deadlines, and remain calm under pressure in a dynamic environment.
- Excellent communication skills, with the confidence to engage with clients, advisers, and key stakeholders at all levels.
- Strong problem-solving abilities, using sound judgement and initiative to identify solutions and support positive outcomes.
- A collaborative approach with a willingness to contribute ideas, share best practices and support team success.
Additional Information
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 dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace 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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
