What will you be doing
The Client Administrator will join our Client Admin Financial Planning team where 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.
Whats 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 program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
Location: Were open to offices in Newcastle Upon Tyne Liverpool Manchester or Leeds
Hybrid working: Initially will require 6 months full time in office through probation then move onto hybrid pattern of 3 days in office and 2 days working from home.
As a Client Administrator your responsibilities will include among others:
Qualifications :
To be successful in this role you should
Additional Information :
As a colleague here at Evelyn Partners you will have access to benefits that include:
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 were 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.
Remote Work :
No
Employment Type :
Full-time
Financial Planning Client Administrator • Newcastle upon Tyne, England, UK
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