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Financial Planning Administrator

2 months ago

Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time

We are seeking a highly organized and customer-focused individual to join our Client Administrative team in Manchester. As a Client Administrator at Evelyn Partners, you will provide administrative support to our Financial Planners, building strong relationships with clients and delivering an excellent 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, and corporate actions.
  • Maintain back-office systems and client records in line with company policies.

Previous experience working in financial planning administration is essential, as is a strong ethic of client service. We offer a comprehensive benefits package, including private medical insurance, life assurance, and pension contribution. If you are ambitious and looking to build a career in a financial services firm, we encourage you to apply.