Client Administrator - Belfast, United Kingdom - Evelyn Partners

Description

What will you be doing?

To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Some of your responsibilities will be to:

• To work closely with the aligned Financial Planners and/or Investment Managers to deliver
  excellent client outcomes.
  
  • To 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. e.g., scripts, transfers,
  corporate actions, static data changes, where applicable.
  
  • Preparation of meeting packs and valuations (as required)
  
  • Assist investment managers in the preparation of new business pitches and presentations

To be successful in this role, you should have:

• Proven experience working in the financial services industry– ideally 2 to 5 years' experience.
• Previous experience within a Client Administrative role assisting advisors/ planners
• A strong 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.

Qualifications

• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.

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. Please let your Recruiter know.