Client Administrator
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
What will you be doing
Were seeking an ambitious individual to join our Client Administration team in Bracknell you will be responsible for providing full administrative support to the Financial Planners within the team 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. You will be asked to be predominately office based while you build your familiarity with the role team and clients.
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 back-office systems and client records in line with the company policies
Qualifications :
To be successful in this role you should:
- Proven experience working in the financial services industry
- An ambition to build a career within financial services firm with a willingness to learn and develop
- A strong client service ethic
- Ability to work under pressure and to prioritise work
- Excellent communication skills both written and verbal influencing and organisational skills
- Ability to use judgement and reasoning to propose solutions to problems
Desired:
- Knowledge of Investments Pensions and Life Assurance preferred
- Excellent standard of education ideally degree qualified but not essential
- Interested in further development through additional qualifications
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 were 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more
