This role is being advertised to build a talentpool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us.
What will you be doing?
The Client Administrator will join our Client Admin Financial Planning team in Liverpool, 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.
Hybrid working pattern
This role will require full time in office through probation period and will then move onto our smart working 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.
