Client Administrator in Newcastle upon Tyne

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.

What will you be doing?

We are seeking ambitious individuals to join our Financial Planning team in Newcastle. 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.

What’s in it for me?

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

Your responsibilities will include among others:

• 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, static data changes, where applicable.
• Preparation of meeting packs and valuations (as required).
• Maintaining back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should have:

• 1 year’s experience working within Financial Services (essential).
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds (preferable but not essential).
• An ambition to build a career within a 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.

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 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 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 your needs throughout the application process. Please let your Recruiter know.