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Client Service Coordinator

2 months ago

Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time
About the Role

We are seeking an ambitious and detail-oriented individual to join our Financial Planning team at Evelyn Partners as a Client Administrator. This role will provide full administrative support to Financial Planners and involve building relationships with clients to deliver a positive and sleek client experience.

Key Responsibilities
  • Work closely with Financial Planners to deliver excellent client outcomes.
  • Build relationships with clients and maintain regular contact.
  • Liaise with operational teams to provide support on activities such as scripts, transfers, corporate actions, and static data changes.
  • Prepare 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 company policies.
Requirements
  • Proven experience working in the financial services industry, preferably within financial planning.
  • Ambition to build a career within a financial services firm, with a willingness to learn and develop.
  • A strong ethic of client service.
  • Studying towards an accredited Level 4 qualification is preferred but not essential.
  • Strong verbal and written communication skills, with the ability to build relationships.
  • The ability to fully plan workload and display excellent organizational skills.
  • Ability to use judgment and reasoning to propose solutions to problems.
What We Offer
  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role-dependent).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We value diversity and inclusion and are committed to creating a workplace where all colleagues feel respected and valued. We welcome applications from individuals who share our values and are passionate about delivering exceptional client service.