Evelyn Partners
Financial Services
FinancialPlanningClientAdministrator
“Financial Planning Client Administrator at Evelyn Partners. Skills: Client administration, Financial planning support. Provide full administrative support. Build relationships with clients”
What You'll Achieve.
Deliver excellent client outcomes
Industry & Context.
What They're Looking For.
Must Have
Proven experience within Financial Planning / Wealth Management, Experience within client support / financial planner support, An ambition to build a career within financial services, A ethic of client service, verbal and written communication skills, ability to build relationships, ability to fully plan workload, excellent organisational skills
Nice to Have
Studying towards an accredited Level 4 qualification
What You'll Do.
Provide full administrative support
Build relationships with clients
Deliver a positive client experience
Work closely with Financial Planners
Deliver excellent client outcomes
Maintain regular contact with clients
Liaise with operational teams
Prepare meeting packs
Maintain back-office systems
Maintain client records
How You'll Work.
Team & Collaboration
Collaborate with Financial Planners; Collaborate with Investment Managers; Collaborate with Financial Advisers
Communication Scope
Verbal communication; Written communication
Applying for this Financial Planning Client Administrator role?
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