Client Administrator

1 week ago

Liverpool, United Kingdom Evelyn Partners Full time

What will you be doing We are seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience. Whats in it for me As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from. This is a hybrid working role with a requirement to be in the office 3 days per week after probation. Responsibilities To work closely with the aligned Financial Planners and / or Investment Managers to deliverexcellent client outcomes To build relationships with clients and maintain regular contact Liaise with operational teams where support is provided on activities. e.g. scripts transferscorporate actions static data changes where applicable Preparation of 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 the company policies Qualifications Proven experience working in the wealth management industry Experience of providing support to Financial Advisors throughout end to end process Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems Knowledge of financial products i.e. ISAs Pensions GIA Offshore and Onshore bonds etc Strong (verbal and written) communication skills with an ability to build relationships The ability to fully plan workload and display excellent organisational skills Additional Information As a colleague here at Evelyn Partners you will have access to benefits that include : Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) 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 were 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. Remote Work: No Employment Type: Full-time Key Skills: Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients Experience: years Vacancy: 1 #J-18808-Ljbffr

  • Client Administrator

    1 week ago

    Liverpool, United Kingdom Evelyn Partners Full time

    Client Administrator Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to...

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