Client Administrator

Evelyn Partners

1d•Hybrid

About The Position

Evelyn Partners is seeking a Client Administrator to join their Client Delivery team in Edinburgh. This role is crucial in supporting Financial Planners and ensuring an outstanding client experience. The Client Administrator will act as a primary contact for clients and internal teams, providing comprehensive administrative and operational support throughout the client's journey. Key duties include managing client records, coordinating business processing, assisting with meetings and reviews, and enhancing operational efficiency while fostering strong relationships with clients and colleagues.

Requirements

Proactive, client-focused professional with a passion for exceptional service.
Strong organizational skills and attention to detail.
Ability to build lasting relationships with clients and colleagues.
A strong educational background, ideally degree educated, although equivalent experience will be equally valued.
Proven experience working within Financial Planning / Wealth Management is essential.
Experience working within a client support / financial planner support role is essential.
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
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 organizational skills.

Responsibilities

Work closely with aligned Financial Planners to deliver excellent client outcomes.
Build relationships with clients and maintain regular contact.
Liaise with operational teams for support on activities such as scripts, transfers, corporate actions, and static data changes.
Prepare meeting packs and valuations as required.
Maintain back-office systems and client records in line with company policies.