Client Administrator in Leeds

We're seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast-paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. It would be advantageous to have some exposure to Personal Injury/Court of Protection client work, as this will be your primary specialism (so an interest in the field is a must!). Additionally, a good knowledge of trusts would also be an advantage. You will need to have supported a Financial Planner before and processing new business is an essential part of the role.

Responsibilities

• Work closely with the aligned Financial Planners to deliver excellent client outcomes.
• 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 providers if applicable.
• Liaise with operational teams where support is provided on activities such as scripts, transfers, corporate actions, static data changes, where applicable.
• Prepare meeting packs and valuations as required.
• Process all business in accordance with required processes and proactive pipeline management, including establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors, ensuring risks are logged through to mitigating actions and controls.
• Encourage client use of the portal and other digital tools, providing guidance where required.
• Collaborate and share best practices with colleagues.

Qualifications

• Ideally, a minimum of 2 years supporting a Financial Planner and proven experience working in the financial services industry.
• A strong ethic of client service.
• Experience processing new business.
• Ability to work under pressure and prioritise work.
• Excellent communication skills, both written and verbal, with influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.
• Excellent standard of education.
• Interest in further development through additional qualifications.

About Evelyn Partners

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 is guided by our purpose – placing the power of good advice into more hands, understanding the needs of our clients and what matters most to them. We help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role-dependent)
• Generous holiday package, with option to purchase additional holiday
• Shared parental leave

Diversity & Inclusion

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 are 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 and can achieve their full potential in a safe, supportive and inclusive environment. We are happy to make any reasonable adjustments throughout the application process – please let your recruiter know.