Client Administrator

4 weeks ago

Belfast, United Kingdom Evelyn Partners Full time
Job Description

What will you be doing?

To provide full administrative support to Financial Planners and /or Investment Managers, 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 Financial Planners and/or Investment Managers 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)
    • Assist investment managers in the preparation of new business pitches and presentations 

To be successful in this role, you should have:

  • Proven experience working in the financial services industry– ideally 2 to 5 years’ experience.
  • Previous experience within a Client Administrative role assisting advisors/ planners
  • 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. 

Qualifications

Qualifications

  • Excellent standard of education, ideally degree qualified but not essential.
  • Interested in further development through additional qualifications.


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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