Client Administrator

🔥 8 minutes ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Evelyn Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

⚖️ Legal

💸 Finance

💰 Private Equity Round on 2020-08

Consulting • Legal • Finance

Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.

📋 Description

• Work closely with aligned Financial Planners to deliver excellent client outcomes • Build relationships with clients and maintain regular contact • Liaise with operational teams on activities such as scripts, transfers, corporate actions, and static data changes where applicable • Prepare meeting packs and valuations as required • Maintain back-office systems and client records in line with company policies • Provide comprehensive administrative and operational support throughout the client journey • Support meetings and reviews • Help drive operational efficiency

🎯 Requirements

• A strong educational background, ideally degree educated, although equivalent experience will be equally valued • Proven experience working within Financial Planning / Wealth Management is essential • Experience working within a client support / financial planner support role 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 • Strong (verbal and written) communication skills with an ability to build relationships • The ability to fully plan workload and display excellent organisational skills

🏖️ Benefits

• 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 • Employee resource groups • Diversity, equity and inclusion initiatives • Reasonable adjustments throughout the application process