Client Administrator
Client Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Were seeking an ambitious individual to join our Financial Planning team in Nottingham you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.
Whats in it for me
As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 days per week.
As a Client Administrator your responsibilities will include among others:
- To work closely with the aligned Financial Planners to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Liaise with operational teams where support is provided on activities. e.g. scripts transfers corporate actions static data changes where applicable.
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations
- Maintain backoffice systems and client records in line with the company policies.
Qualifications :
To be successful in this role you should have:
- National 5 (N5 Grade C in Maths and English or above which is equivalent to GCSE in England
- Previous experience in an administrative role
- Proven experience working in the financial services industry
- A strong ethic of client service.
- Studying towards an accredited Level 4 qualification preferred but not essential
- Strong (verbal and written) communication skills with an ability to build relationships
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
