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Client Administrator
Evelyn Partners – Financial Planning Administrator Job Description
About Evelyn Partners
Evelyn Partners is a UK leader in wealth management, delivering personalised, expert investment management and financial planning advice to help clients confidently embrace the next chapter of their lives. Our philosophy is rooted in our people: a team of passionate professionals dedicated to empowering clients through tailored advice, stronger financial foundations, and clear progression toward their goals.
Job Purpose
To provide full administrative support to Financial Planners, ensuring:
- Client satisfaction through direct interaction and operational efficiency
- Adherence to regulatory standards
- Seamless collaboration with financial planners and operational teams
Minimum Requirements
Skills & Experience
- At least 1-2 years of administrative experience within financial planning/wealth management
- Exceptional client service ethic
- Strong ability to work under pressure while prioritising tasks effectively
- Excellent written and verbal communication skills, including influencing and organisational abilities
- Practical use of judgement and problem-solving for operational challenges
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Professional Development
- Degree-qualified is an advantage, but not mandatory
- Willingness to pursue additional professional qualifications for long-term growth
Key Responsibilities
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Client Relationship Management
- Build and maintain direct client relationships through regular contact.
- Encourage portal and digital tool usage, while offering guidance when needed.
- Ensure clients feel supported with confident decision-making.
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Operational Excellence
- Maintain accurate client records and back-office systems per company policies.
- Request third-party policy information (if applicable).
- Liaise with operational teams on scripts, transfers, corporate actions, and data changes.
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Documentation & Process Work
- Compile meeting packs and valuations as required.
- Establish new client accounts on internal systems.
- Compile anti-money laundering (AML) documentation.
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Risk & Compliance
- Identify and escalate potential risks or breaches, while tracking mitigating actions and controls.
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Collaboration & Improvement
- Share best practices with colleagues to enhance team performance.
Corporate Benefits
As part of the Evelyn Partners team, you’ll benefit from:
- Hybrid working model (role-dependent flexibility)
- Generous holiday package (including Corporate Cash Back option)
- Competitive salary
- Free private medical insurance
- Life assurance protection
- Pension contributions
- Shared parental leave programme
- Supportive culture with diversity, equity, and inclusion initiatives
Evelyn Partners is committed to an inclusive workplace where every colleague can thrive. Accessibility adjustments can be requested for the recruitment process—contact your Recruiter to discuss needs.
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