Client Administrator

3 weeks ago


Bracknell, 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 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 

Qualifications

To be successful in this role, you should have:

  • Proven experience working in the financial services industry– ideally 2 to 5 years’ experience within Administration
  • 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.


  • Client Administrator

    4 weeks ago


    Bracknell, United Kingdom Huntress Full time

    In return, you'll work for our clients established and successful brand who are thriving. Joining a supportive and welcoming team, all working towards a shared goal. Job Title: Client Administrator **Salary**: £28,000 - £30,000 Location: Bracknell Great Benefits: Generous holiday and pension contribution, private healthcare, hybrid working, modern...

  • Administrator

    6 days ago


    Bracknell, United Kingdom Huntress Full time

    Our client based in Bracknell are looking for an experienced Administrator with high attention to detail to join their team on a temporary basis for a couple of weeks. You will be providing administrative support to the team as well as some secretarial responsibilities. Responsibilities include however are not limited: - Typing up meeting notes -...


  • Bracknell, United Kingdom Connect44 Full time

    I'm recruiting for an Accounts Administrator with AP (and ideally AR) experience. Hybrid role based in Bracknell. Salary depends on experience. Would you be interested or know someone suitable? I'm recruiting for an Accounts Administrator with AP (and ideally AR) experience. Hybrid role based in Bracknell. Salary depends on experience. **Main tasks** -...


  • Bracknell, United Kingdom Priority Appointments Full time

    We are delighted to be seeking a Helpdesk Administrator to join our innovative and reputable client as they add to their growing Support Team. Offering a 21k salary + 2k annual bonus, this role comes with great benefits including Private Medical Insurance, a holiday purchase scheme, Gym membership schemes and your birthdays off! **As the Helpdesk...


  • Bracknell, United Kingdom Priority Appointments Full time

    We are delighted to be seeking a Helpdesk Administrator to join our innovative and reputable client as they add to their growing Support Team. Offering a 21k salary + 2k annual bonus, this role comes with great benefits including Private Medical Insurance, a holiday purchase scheme, Gym membership schemes and your birthdays off! **As the Helpdesk...

  • Administrator

    7 days ago


    Bracknell, United Kingdom Expacare Full time

    **Responsibilities** To work within our Client Services Team carrying out administrative tasks. To support the Team who are responsible for ensuring members/policies are handled in the correct manner to achieve maximum client retention, whilst working within service standards, binder and FCA regulation. **Qualifications** Excellent verbal and written...

  • Sales Administrator

    4 weeks ago


    Bracknell, United Kingdom Huntress Full time

    **Title**: Sales Administrator **Salary**:£20,000 - £25,000 depending on experience **Location**: Bracknell **Benefits & Perks**:24 days holiday plus your birthday & 8 statutory days, private medical after 1 years' service & contributory pension scheme Are you a meticulous individual with a strong attention to detail and a professional telephone...


  • Bracknell, United Kingdom MATCHUP Full time

    People are at the heart of everything we do. **Role and Responsibilities** - Coordinate interviews and conduct phone interviews - Be the first contact for all recruitment enquiries and requests - Work alongside our Screening and Vetting Manager to ensure that all staff comply with the Company and client’s requirements and ensure compliance with all...

  • Senior Administrator

    3 weeks ago


    Bracknell, United Kingdom Chancellors Full time

    This is an exciting opportunity to join our Head Office in Bracknell as a Property Administrator. We are looking for highly organised and enthusiastic individuals who are willing to learn specialist information to become an expert in their department. Ideally candidates will have minimum of 12 months previous administration or customer service experience. ...


  • Bracknell, United Kingdom Office Angels Full time

    Office Angels are currently recruiting for a**Collections Administrator** for our client based in **Bracknell.** **Role**:Collections Administrator **Location**:Bracknell **The Role**: The Collections & Problem Debt Management Administrator will be responsible for all phases of collection activity across all the company's leasing products. You will be...


  • Bracknell, United Kingdom Reed Business Support Full time

    Do you enjoy providing excellent customer service? Do you have administration experience? My client located in Bracknell is looking for a Customer Service Administrator that is proactive and with a can do attitude. If you are looking to join a global leader in commercial services and have customer service experience then this could be the role for...


  • Bracknell, United Kingdom Midwich ltd Full time

    We have an exciting opportunity to join the Mi Support Helpdesk team at Midwich as a Helpdesk Administrator. This role will work closely with the engineering team, providing administrative support to global clients and our Companies across the Group. **The key responsibilities of this role are**: - Create work orders, purchase orders, and maintain vendor...


  • Bracknell, United Kingdom Bracknell Personnel Services Full time

    Our client is looking for an experienced Warehouse Administrator on a temp to perm basis.Key responsibilities:-Work within an existing project team to assist in the preparation of sales and purchase with customers and suppliersLiaise with the project manager to coordinate the arrival of products to customers delivery requirements to achieve...

  • HR Administrator

    6 days ago


    Bracknell, United Kingdom Page Personnel Full time

    Permanent Opportunity - Working within a progressive professional services business **About Our Client**: This organisation is a market leader in the UK for their industry and is always looking to add value for their customers. This business are a specialist within their industry and are constantly being innovative and creative in order to adapt to the...


  • Bracknell, United Kingdom Connect44 Full time

    **About us** We are professional, inclusive and social. Our work environment includes: - Modern office setting - Work-from-home days - Growth opportunities **Main tasks** - Administration of Group Company Payments (payment lists, payment preparation and execution, payment allocation in ERP) - Administration of Group Bank reconciliation in ERP -...

  • Project Administrator

    4 weeks ago


    Bracknell, United Kingdom Lorien Full time

    **Project Administrator - CONTRACT - REMOTE** We are recruiting for 2x Project Administrators for our client who are a Global IT Service Provider on initial 6 month contracts, working remotely with very infrequent travel to offices in Stevenage or Bracknell. **_ Purpose_**: The purpose of the role is to provide an administration function supporting the...


  • Bracknell, Bracknell Forest, United Kingdom Source 4 Full time

    We are currently recruting for an Administrator for our Bracknell based client. This is a hybrid position 2 days remote 3 days in the office. The role will suit an outgoing candidate with a strong personality and great attention to detail As a Lease Contracts Administrator, you will play a crucial role in managing lease contracts as they approach the end of...


  • Bracknell, United Kingdom Source 4 Remote Work Freelance Full time

    We are currently recruting for an Administrator for our Bracknell based client. This is a hybrid position 2 days remote 3 days in the office. The role will suit an outgoing candidate with a strong personality and great attention to detail As a Lease Contracts Administrator, you will play a crucial role in managing lease contracts as they approach the end of...


  • Bracknell, United Kingdom Huntress Full time

    In return, you'll work for our clients established and successful brand who are thriving. Joining a supportive and welcoming team, all working towards a shared goal. Job Title: Collections Administrator **Salary**: £28,000 - £30,000 Location: Bracknell Great Benefits: Generous holiday and pension contribution, private healthcare, hybrid working, modern...


  • Bracknell, United Kingdom Reed Business Support Full time

    Do you enjoy dealing with customers on the phone? Are you just as happy data inputting? My client who is based around the Wokingham area is seeking someone who is experienced office worker with customer service and administration experience. Duties to include: - answering phones - data inputting - resolving issues or escalating to appropriate...