Client Administrator
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Job Location:
Manchester - UK
Monthly Salary:
Not Disclosed
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Were seeking a talented individual to join our Financial Planning administrative team and will be working with the Leeds team. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and operational colleagues.
Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days in office and 2 days working from home.
There might be a requirement to travel to Leeds office once per month.
As Client Administrator your responsibilities will include among others:-
- Working closely with the aligned Financial Planners to deliver excellent client outcomes while building relationships with clients and maintaining regular contact.
- Requesting policy information from third party policy providers if applicable while maintaining back-office systems and client records in line with the company policies.
- Liaising 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)
- Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required.
Qualifications :
To be successful in this role you should:
- Hold GCSE Maths and English (9-4 / A-C grades) or equivalent
- Have previous administrative experience working within financial services
- Have previous Administrative experience working in wealth management/ financial services industry
- Have experience of working in personal injury/ court of protection client work would be an advantage
- Gained experience of processing new business transfers preparing meeting packs
- Have the ability to work under pressure and to prioritise work.
- Excellent communication skills with organisational skills.
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
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
