Financial Planning Administrator

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 seeking an ambitious individual to join our Financial Planning team in Nottingham. 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.

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, with access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will have the opportunity to collaborate with and learn from experienced Investment Managers and Financial Advisers.

This is a hybrid working role with a requirement to be in the office 3 days per week.

As a Client Administrator, your responsibilities will include:

• Working closely with the aligned Financial Planners to deliver excellent client outcomes.
• Building relationships with clients and maintaining regular contact.
• Liaising with operational teams where support is provided on activities such as scripts, transfers, corporate actions, and static data changes.
• Preparation of meeting packs and valuations as required.
• Assisting investment managers in the preparation of new business pitches and presentations.
• Maintaining back-office systems and client records in line with company policies.

To be successful in this role, you should have:

• National 5 (N5) Grade C in Maths and English or above, equivalent to GCSE in England.
• Previous experience in an administrative role.
• Proven experience working in the financial services industry.
• A strong ethic of client service.
• Studying towards an accredited Level 4 qualification preferred but not essential.
• Strong verbal and written communication skills with an ability to build relationships.

As a colleague at Evelyn Partners, you will have access to benefits that include:

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contribution.
• Hybrid working model (role dependent).
• 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 can achieve their full potential in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.