Evelyn Partners
wealth management
ClientAdministratorFTC16months
“Client Administrator FTC 16 months at Evelyn Partners. Skills: administrative support, client satisfaction, regulatory standards adherence, financial planning support. Provide full administrative support to Financial Planners. Ensuring client satisfaction through direct contact with clients, and other operational colleagues”
Industry & Context.
Ability to use judgement and reasoning to propose solutions to problems
What They're Looking For.
Must Have
Proven experience working in the financial services industry, A ethic of client service, Ability to work under pressure and to prioritise work, Excellent communication skills both written and verbal, influencing and organisational skills, Ability to use judgement and reasoning to propose solutions to problems
Nice to Have
Ideally degree qualified but not essential, Interested in further development through additional qualifications
What You'll Do.
Provide full administrative support to Financial Planners
Ensuring client satisfaction through direct contact with clients
and other operational colleagues
Adhering to regulatory standards
Work closely with the aligned Financial Planners to deliver excellent client outcomes
Build relationships with clients and maintain regular contact
Maintain back-office systems and client records in line with the company policies
Request policy information from third party policy providers if applicable
Liaise with operational teams where support is provided on activities
Preparation of meeting packs and valuations
Process all business in accordance with required processes & proactive pipeline management
Establishing new accounts on internal systems and collating AML documentation as required
How You'll Work.
Team & Collaboration
Cross-functional coordination with operational colleagues; Liaise with operational teams where support is provided on activities
Communication Scope
Excellent communication skills both written and verbal; influencing skills
Process & Methodology
pipeline management
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