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- Tasks: Support Financial Planners and enhance client experiences daily.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday packages.
- Why this job: Join a passionate team dedicated to empowering clients and fostering personal growth.
- Qualifications: National 5 in Maths and English, admin experience, and strong communication skills required.
- Other info: Diversity and inclusion are core values; adjustments for needs during the application process are welcomed.
The predicted salary is between 28800 - 43200 £ per year.
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Financial Planning Client Administrator, Nottingham
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Client:
Location:
Nottingham, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
069dd2f6eb76
Job Views:
3
Posted:
14.07.2025
Expiry Date:
28.08.2025
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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
We\’re seeking an ambitious individual to join our Financial Planning team in Nottingham. You\’ll 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 Financial Planning Client Administrator at Evelyn Partners you will be supported to grow personally and professionally. We\’ll give you access to a structured training programme to help you build on your existing skills. We also actively supporting continuous study and provide opportunities to be mentored by a team of experienced Investment Managers and Financial Advisers.
As a Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Financial Planners to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Liaise with operational teams where support is provided on activities. , 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 have:
- National 5 (N5) Grade C in Maths and English or above which is 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
- 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:
- Private medical insurance
- Life assurance
- Pension contribution
- 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.
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Financial Planning Client Administrator employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Client Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key concepts and current trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at Evelyn Partners.
✨Tip Number 3
Demonstrate your client service skills by preparing examples of how you've successfully managed client relationships in previous roles. This will show your potential employers that you understand the importance of client satisfaction.
✨Tip Number 4
Research Evelyn Partners' values and mission. Tailoring your conversation to reflect their commitment to client service and professional development will make you stand out as a candidate who aligns with their culture.
We think you need these skills to ace Financial Planning Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles and the financial services industry. Emphasise your organisational skills and client service ethic, as these are crucial for the Financial Planning Client Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build relationships with clients. Mention specific examples from your past experiences that demonstrate your skills and how they align with the role at Evelyn Partners.
Highlight Relevant Qualifications: If you have any qualifications related to finance or administration, be sure to mention them. Even if you are studying towards an accredited Level 4 qualification, include this information to show your commitment to professional development.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is essential for the role of a Client Administrator.
How to prepare for a job interview at Evelyn Partners
✨Understand the Role
Before your interview, make sure you thoroughly understand the responsibilities of a Financial Planning Client Administrator. Familiarise yourself with the tasks mentioned in the job description, such as providing administrative support to Financial Planners and maintaining client records.
✨Showcase Your Communication Skills
Since building relationships with clients is key in this role, be prepared to demonstrate your strong verbal and written communication skills. Think of examples from your past experiences where you successfully communicated with clients or colleagues.
✨Highlight Your Organisational Skills
The ability to plan your workload and stay organised is crucial for this position. Be ready to discuss how you manage multiple tasks and prioritise effectively, perhaps by sharing specific examples from previous roles.
✨Express Your Commitment to Learning
Evelyn Partners values personal and professional growth. Mention any relevant qualifications you are pursuing, like the Level 4 qualification, and express your enthusiasm for continuous learning and development within the financial services industry.
