Client Administrator

1 week ago

Belfast, United Kingdom Evelyn Partners Full time

What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Belfast. 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 meAs 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 after probation.As a Client Administrator your responsibilities will include among others:To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomesTo build relationships with clients and maintain regular contactLiaise with operational teams where support is provided on activities. e.g. scripts transfers corporate actions static data changes where applicablePreparation 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 policiesQualifications : To be successful in this role you shouldProven experience working in the wealth management industryExperience of providing support to Financial Advisors throughout end to end process Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problemsKnowledge of financial products i.e. ISAs Pensions GIA Offshore and Onshore bonds etcStrong (verbal and written) communication skills with an ability to build relationshipsThe ability to fully plan workload and display excellent organisational skills Additional Information : As a colleague here at Evelyn Partners you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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 : NoEmployment 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 Experience: years Vacancy: 1

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