Client Service Delivery Manager
1 day ago
Salary: £50,000 - £65,000 per annum.
Job Overview:The Senior Administrative Specialist role at Evelyn Partners Fund Solutions Limited involves providing administrative support to the Financial Planning team. The ideal candidate will have experience in client administration and strong organisational skills.
Key Responsibilities:
- Process all business in accordance with required processes.
- Encourage client use of portal and other digital tools.
- Liaise with operational teams where support is provided.
- Maintain back-office systems and client records.
To be successful in this role, you should have:
- Excellent standard of education, ideally degree qualified but not essential.
- Demonstrable experience of client administration within the Financial Planning sector.
- Strong organisation and prioritisation skills; able to work independently and within a team.
As a colleague here at Evelyn Partners Fund Solutions Limited, you will have access to benefits that include:
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
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