Financial Planning Client Administrator

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them.

We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

We're seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in office and 2 days working from home.

• Serve as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour
• Provide comprehensive administrative support to financial planners, including scheduling and coordinating client meetings
• Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information.
• Manage client onboarding processes, including preparing meeting packs and processing Letters of Authority
• Prepare client reports and handle withdrawal and drawdown requests efficiently
• Support the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction

To be successful in this role, you should possess:

• National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE)
• Previous administrative experience working within financial services / wealth management / third party provider
• Excellent organisational skills with the ability to prioritise tasks and manage time effectively
• Outstanding communication skills
• Understanding of financial planning and wealth management processes/ products
• Adaptability and willingness to learn in a dynamic financial services environment

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.