Financial planner Work, Jobs in Liverpool, Msy (with Salaries)

Client Administrator
Evelyn Partners —Liverpool
- Full-time
- Administrative experience
- Organisational skills
- IT
Quick apply
2d
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Client Administrator - Chester
Atomos —Chester
- Hybrid work
- Communication skills
6d
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme

More jobs to discover

Find similar jobs that you might be interested in.

Financial Adviser (Warrington)
Perspective Financial Group —Warrington
Act in a professional manner when dealing with colleagues/stakeholders. Provision of strategic advice across a variety of financial products and services (…
Personal Wealth Adviser
Lloyds Wealth —Manchester
Flexibility . You’ll manage your own schedule, predominately working from home, meeting with clients at their homes or at one of our hub locations.
£65,000 - £80,000 a year
5d

I want to receive the latest job alerts for financial planner in liverpool, msy

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Administrator

Evelyn Partners -
Liverpool

Quick apply

Job details

Full-time
2 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Administrative experience
Organisational skills
IT

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team where 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.

What's 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 program 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.

Location: We're open to offices in Newcastle Upon Tyne, Liverpool, Manchester or Leeds

Hybrid working: Initially will require 6 months full time in office through probation then move onto hybrid pattern of 3 days in office and 2 days working from home.

As a Client Administrator, your responsibilities will include among others:

To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
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)
Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should

Proven experience working within Financial Planning / Wealth Management environment is essential
Administrative experience is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Strongcommunication 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 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.

Quick apply

Refine Your Search

financial planner jobs in liverpool, msy

Client Administrator

Financial Adviser (Warrington)

Financial Adviser (Chorley)

Client Administrator - Chester

Paraplanner (Chorley)

More jobs to discover

I want to receive the latest job alerts for financial planner in liverpool, msy

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected