Client Administrator

Overview

Client Administrator Financial Planning

What will you be doing

Were seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.

This is a hybrid working role with a requirement to be in the office 3 days per week (initially will need to be 5 days in the office during probation)

As a Client Administrator Financial Planning your responsibilities will include among others :

• To work closely with the aligned Financial Plannersto 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)
• Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks breaches or errors through ensuring risks are logged through to mitigating actions and controls.
• To encourage client use of portal and other digital tools provide guidance where required.
• To collaborate and share best practices with colleagues.

• Have had 1-2yrs experience supporting a Financial Planner and proven experience working in the financial services industryideally 2 to 5 years experience.
• Knowledge of processing new business
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work in an extremely busy and fast paced environment
• Excellent communication skills both written and verbal influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Professional Qualifications and Education

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

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 were 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.

Remote Work:
No

Employment Type:

Full-time

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Experience:

years

Vacancy: 1