Financial Planning Administrator
4 weeks ago
Role Overview
We are seeking a skilled Financial Planning Administrator to join our Client Administrative team in Manchester. As a key member of our team, you will provide ongoing administrative support to 2-3 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, corporate actions, and static data changes.
- Prepare meeting packs and valuations as required.
- Maintain back-office systems and client records in line with company policies.
Requirements
- Previous experience working within financial planning administration.
- Experience of client engagement.
- Ambition to build a career within financial services, with a willingness to learn and develop.
- Strong ethic of client service.
- Studying towards an accredited Level 4 qualification preferred but not essential.
- Strong verbal and written communication skills, with the ability to build relationships.
- Ability to fully plan workload and display excellent organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
What We Offer
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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