Client Administrator

4 weeks ago

Leeds, United Kingdom Evelyn Partners Full time
Job Description

What will you be doing?

To provide full administrative support to x2 Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Some of your responsibilities will be to:

  • To work closely with the aligned x2 Financial Planners to deliver excellent client outcomes. 
  • To build relationships with clients and maintain regular contact.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
  • Preparation of meeting packs and valuations (as required)

Qualifications

To be successful in this role, you should have:

  • Proven experience working in the financial services industry within a Client Administrative role. 
  • Experience of assisting Financial Planners would be desirable 
  • A strong ethic of client service. 
  • Ability to work under pressure and to prioritise work.
  • Excellent communication skills both written and verbal, influencing and organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems. 


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 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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