Senior Client Administration Manager

6 days ago


Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience helping generations of people and businesses to thrive. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. Our core values are Personal, offering advice based on a true understanding of what matters to our clients, and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

  • The estimated salary for this role is between £60,000 and £80,000 per annum.
  • This role involves working closely with Financial Planners to deliver excellent client outcomes, conducting appraisals and driving performance within the team, coaching, mentoring & providing training to develop the team, disseminating important information and business changes which impact the administration team, and providing guidance on a day-to-day basis.
  • To be successful in this role, you should have an excellent standard of education, ideally degree qualified, demonstrable experience of client administration within the Financial Planning sector, experience of managing and developing a team, strong organisation and prioritisation skills, strong stakeholder management with positive influencing skills, ability to coach and mentor team members, and a strong ethic of client service.


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