Administrative Support – Financial Planner Role

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to help clients navigate and embrace what’s next. Our success relies on our people—passionate professionals guided by our purpose: placing the power of good advice into more hands. We prioritise understanding each client’s unique needs, ensuring they can make significant decisions with confidence, build strong foundations for the future, and achieve their goals.

Job Purpose

To provide full administrative support to Financial Planners, ensuring client satisfaction through direct client interaction and collaboration with internal teams, while maintaining strict adherence to regulatory standards.

Key Responsibilities

• Work closely with aligned Financial Planners to deliver excellent client outcomes.
• Build and maintain client relationships, ensuring regular communication.
• Manage back-office systems and client records, aligning with company policies.
• Request policy information from third-party providers where applicable.
• Liaise with operational teams on activities such as:
  • Script execution
  • Transfers
  • Corporate actions
  • Static data changes
• Prepare meeting packs and client valuations (as required).
• Process all business operations within regulatory processes while maintaining a proactive pipeline, including:
  • Establishing new accounts on internal systems.
  • Collating AML (Anti-Money Laundering) documentation.
• Identify and report any risks, breaches, or errors, ensuring risks are logged and mitigated through clear controls.
• Encourage client use of internal portal and digital tools, offering guidance where necessary.
• Collaborate with colleagues and share best practices.