Financial Planning Administrator

1 week ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About the Role

We are seeking a highly organized and detail-oriented Client Administrator to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide administrative support to our Financial Planners and build relationships with clients to deliver a positive and sleek client experience.

Key Responsibilities

  • Provide full administrative support to Financial Planners
  • Build relationships with clients to deliver a positive and sleek client experience
  • Assist with client onboarding and data management
  • Contribute to the development of client relationships and business growth

What We Offer

  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A collaborative and dynamic work environment
  • The opportunity to work with a leading integrated wealth management and professional services group

Requirements

  • Proven experience working in the financial services industry
  • An ambition to build a career within financial services
  • A strong ethic of client service
  • Strong (verbal and written) communication skills
  • The ability to fully plan workload and display excellent organisational skills

About Evelyn Partners

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.

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