Financial Planning Assistant

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 offboarding processes
  • Manage client data and maintain accurate records
  • Collaborate with the Financial Planning team to achieve business objectives

What We Offer

  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A dynamic and supportive work environment
  • Hybrid working model with a requirement to be in the office 3 days per week after probation

Requirements

  • Proven experience working in the financial services industry
  • A strong ethic of client service
  • Strong (verbal and written) communication skills with an ability to build relationships
  • The ability to fully plan workload and display excellent organisational skills
  • Ability to use judgement and reasoning to propose solutions to problems

About Us

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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