Client Administrator

5 months ago

Bristol, United Kingdom Evelyn Partners Full time

**Company Description**:
Evelyn Partners is the UK’s 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 trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: _Personal, _offering advice based on a true understanding of what matters to our clients; _Partnership_, working with our clients in a joined-up, collaborative way; and _Performance_, demonstrating a breadth and depth of advice expertise to deliver first-class results.

**What will you be doing?**

To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

**Some of your responsibilities will be to**:

- To work closely with the aligned Financial Planners and/or Investment Managers to deliver
excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- 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

Job Profile

**Qualifications**:
**To be successful in this role, you should have**:

- Proven experience working in the financial services industry.
- A strong ethic of client service.
- 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.

**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.

  • Client Administrator

    5 months ago

    Bristol, United Kingdom Riverside Recruitment Ltd Full time

    I am seeking a part-time Client Administrator for a 6-month maternity cover contract (possibility to be extended). Essential - Previous experience in an administrative role Desirable - Previous experience in professional or accounting services Responsibilities will include: - Client onboarding and offboarding per procedures via online systems -...

  • Client Services Administrator

    4 weeks ago

    Bristol, Bristol, United Kingdom eXPD8 eXPD8 Ltd. Full time

    Client Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team. As a Client Services Administrator, you will provide administrative support to our Client Services team, ensuring the smooth operation of our client-facing activities.Key Responsibilities:Provide administrative support to the...

  • Client Services Administrator

    4 weeks ago

    Bristol, Bristol, United Kingdom eXPD8 eXPD8 Ltd. Full time

    Client Services AdministratorWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team. As a Client Services Administrator, you will provide administrative support to our Client Services team, ensuring the smooth operation of our client-facing activities.Key Responsibilities:Provide administrative support to the...

  • Client Administrator

    3 weeks ago

    Bristol, United Kingdom Idex Full time

    I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with financial services administration experience who are based locally to Bristol. With the business currently in a growth phase, this opens up significant...

  • Client Administrator

    5 months ago

    Bristol, United Kingdom Haines Watts Full time

    Location - **Bristol** - Contract Type - **Part Time** **What's the Role?** The key duties of the role include: - Client onboarding and offboarding per procedures via online systems - Assertively following up with clients and colleagues when additional information is required - Prepare and collate documentation according to money laundering procedures -...

  • Client Services Administrator

    3 weeks ago

    Bristol, Bristol, United Kingdom eXPD8 Full time

    We are seeking a highly organized and detail-oriented Client Services Administrator to join our team at eXPD8. As a Client Services Administrator, you will provide administrative support to our Client Services team, ensuring the smooth delivery of our services to clients. Your primary responsibilities will include:Providing top-notch administrative support...

  • Client Service Administrator

    4 weeks ago

    Bristol, Bristol, United Kingdom Mercer Full time

    Client Service AdministratorWe are seeking a highly skilled Client Service Administrator to join our Bristol team. This role is responsible for providing exceptional analytical and consulting support to consulting teams and clients in a timely manner, in line with our target operating model.Key Responsibilities:Deliver superior analytical and consulting...

  • Client Service Administrator

    4 weeks ago

    Bristol, Bristol, United Kingdom Mercer Full time

    Client Service AdministratorWe are seeking a highly skilled Client Service Administrator to join our Bristol team. This role is responsible for providing exceptional analytical and consulting support to consulting teams and clients in a timely manner, in line with our target operating model.Key Responsibilities:Deliver superior analytical and consulting...

  • Client Services Administrator

    2 weeks ago

    Bristol, United Kingdom IDEX Consulting Ltd Full time €35,000

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office) I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are...

  • Client Services Administrator

    15 hours ago

    Bristol, United Kingdom IDEX Consulting Ltd Full time

    Job Description IFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office) I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration...

  • Client Services Administrator

    2 weeks ago

    Bristol, United Kingdom IDEX Consulting Ltd Full time

    IFA Administrator - £35,000 + Bonus – Bristol / Hybrid (2 days/week in office)I'm currently looking an IFA Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 2 years+ of financial services administration experience who are based...

  • Client Service Administrator

    5 months ago

    Bristol, United Kingdom Bishop Fleming Full time

    Client Service Administrator **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an...

  • Client Service Administrator

    2 weeks ago

    Bristol, Bristol, United Kingdom Bishop Fleming Full time

    Description We are seeking an experienced Client Service Administrator to join our team at Bishop Fleming. This role is responsible for ensuring the efficient and consistent delivery of client services across our Accountancy & Advisory Service. If you have a keen eye for detail and a passion for improving processes, this could be the ideal opportunity for...

  • Client Services Administrator

    5 months ago

    Bristol, United Kingdom Mercer Full time

    **Mercer Marsh Benefits - Bristol** Mercer Marsh Benefits(MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in 135 countries, our team of specialists...

  • Client Administration Team Lead

    1 week ago

    Bristol, Bristol, United Kingdom IDEX Consulting Ltd Full time £42,500

    Head of Client AdministrationJoin IDEX Consulting Ltd as the Head of Client Administration and lead their high-performing client administration team. As a senior client administrator manager, you will drive motivation and performance, oversee client record management, and ensure compliance with internal standards and regulatory guidelines.Key...

  • Client Services Administrator

    2 weeks ago

    Bristol, United Kingdom GB035 Mercer (UK) Limited Full time

    Description: Mercer Marsh Benefits – Bristol or Birmingham   Mercer Marsh Benefits ™ (MMB) is part of the Marsh McLennan family, bringing together a broad spectrum of expertise to help clients navigate the complex world of people risks, cost management and employee benefits. We are a world leader in workplace health and benefits. Operating in...

  • Client Service Administrator

    5 months ago

    Bristol, United Kingdom Bishop Fleming Full time

    Description Client Service Administrator About the role We’re currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest...

  • Client Service Administrator

    5 months ago

    Bristol, United Kingdom Bishop Fleming Full time

    Location: Bristol **About the Role** We're currently seeking a Client Services administrator to work in our Audit Service Line. In this role you will be predominantly providing support to our Audit Managers by carrying out administration tasks for our clients. This is a great opportunity for a self-starter who has a keen eye for detail and an interest in...

  • Client Service Administrator

    5 months ago

    Bristol, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s 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 trusts, professional intermediaries, charities and...

  • Client Support Administrator

    5 months ago

    Bristol, United Kingdom RWR Recruitment Full time

    RWR RECRUITMENT have an excellent opportunity for a professional and committed person to work for our client based in Bristol (BS5). We are looking for a Client Support Administrator to join the team with an immediate start! **Job Type: Full Time.** **Salary**: £24,500 +£150 bonus per quarter pending KPI’s are met **Shifts**: Monday-Sunday 40 hrs per...