Client Administrator

Key Responsibilities

• Deliver comprehensive support to Financial Planners by working closely with aligned advisers to ensure the smooth management of client relationships, preparation for client meetings, and achievement of positive client outcomes.
• Build and maintain strong client relationships through regular communication, responding to enquiries in a timely and professional manner, and providing guidance on the use of client portals and digital tools to enhance engagement and service delivery.
• Manage client records and back-office administration by maintaining accurate and up-to-date information across internal systems
• Coordinate business processing and pipeline management including establishing new client accounts, gathering and reviewing AML documentation, obtaining policy information from third-party providers and proactively monitoring cases through to completion.
• Support client meetings and operational activities through the preparation of meeting packs, valuations, reports and other relevant documentation, while liaising effectively with internal operational teams to ensure seamless service delivery.
• Maintain a strong focus on risk, compliance, and continuous improvement by identifying, escalating, and documenting risks, breaches, or errors

Skills, Experience & Qualifications

• We're looking for a proactive, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. You will bring strong organisational skills, attention to detail, and the ability to build lasting relationships with both clients and colleagues.

What You'll Bring

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.