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Client Administrator
Client Administrator – Financial Planning Evelyn Partners | Leeds
About the Role
Evelyn Partners, a UK leader in wealth management, seeks a talented Client Administrator to join our Financial Planning team in Leeds. This role offers the opportunity to work in a fast-paced, dynamic environment, providing full administrative and client support while shaping meaningful relationships with clients and internal teams.
Responsibilities
You will play a pivotal role in ensuring operational excellence and client satisfaction by:
- Client engagement – Working closely with Financial Planners to deliver exceptional outcomes while building strong, proactive client relationships through regular contact.
- Policy management – Requesting policy information from third-party providers and maintaining up-to-date records within back-office systems, aligned to internal company policies.
- Operational support – Collaborating with operational teams to handle key activities such as:
- Preparing scripts, transfers, corporate actions
- Managing static data changes, pedigree, prospectus, and x Bobby updates
- Data placing (address, capacity, and production) onProvider Integrator
- Coordinating CMD onboarding, data checks, and corrections
- Preparing materials – Assisting with the creation of meeting packs and valuations as required, ensuring accuracy and compliance.
- Process coordination – Maintaining compliance with company processes, including:
- Setting up new client accounts on internal systems
- Gathering and filing AML (Anti-Money Laundering) documentation
- Proactive pipeline management to monitor and support new business flows
- Response & escalation – Addressing client queries and, where appropriate, escalating complex issues to relevant teams to resolve efficiently.
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Requirements
We’re looking for a detail-oriented and service-focused professional with experience in financial administration:
- Qualifications:
- GCSE Maths and English (Grades 9–4 / A–C) or equivalent qualifications.
- Administrative experience in:
- Financial services, preferably within wealth management.
- Processing new business and client transfers.
- Preparing meeting packs and associated documentation.
- Advantageous experience:
- Previous work in personal injury or court of protection client environments.
- A proven ability to work under pressure, prioritise responsibilities, and meet deadlines.
- Soft skills:
- Outstanding communication skills, both written and verbal.
- Strong organisation and attention to detail, with the ability to manage multiple tasks.
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Core Working Pattern
- Initial training period: Full-time for the first 6 months.
- Permanent pattern: Hybrid model (3 days in office at Wellington Place, Leeds; 2 days remote).
Benefits
Joining Evelyn Partners means choosing a collaborative and inclusive environment dedicated to supporting your professional and personal growth. Benefits include:
- Competitive salary
- Private medical insurance
- Life assurance
- Generous pension contribution
- Hybrid working policy (role-dependent)
- 40 days’ holiday annually, with an option to purchase additional leave
- Shared parental leave
- Exclusive employee resource groups and active diversity, equity, and inclusion initiatives
Application Notes
At Evelyn Partners, diversity and inclusion are fundamental. We’re committed to creating a workspace where every colleague—regardless of background, identity, or circumstance—feels respected, supported, and empowered to thrive.
Should you require reasonable adjustments during the application process, please don’t hesitate to inform your Recruiter. We are here to support you every step of the way.
Location
Leeds Office: Wellington Place, Leeds
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