Client Administrator

2 months ago


Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive.

We offer a range of financial and professional services to clients, including wealth management, investment advice, and corporate finance.

Job Description

Client Administrator - Financial Planning

Key Responsibilities

  • Provide administrative support to Financial Planners, including data entry, document preparation, and client communication.
  • Build relationships with clients to deliver a positive and seamless client experience.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Contribute to the development of business growth strategies and initiatives.
  • Collaborate with the Financial Planning team to achieve business objectives.

Requirements

  • Proven experience working in the financial services industry.
  • Ambition to build a career within a financial services firm, with a willingness to learn and develop.
  • Strong ethic of client service.
  • Strong (verbal and written) communication skills with an ability to build relationships.
  • Ability to fully plan workload and display excellent organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.
  • Knowledge of Investments, Pensions and Life Assurance preferred.

What We Offer

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

About Us

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.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.



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