Job Description What will you be doing?
To lead, motivate and develop the Client Administrator team to deliver operational excellence and exceptional client experience.
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work with the Managing Partner / team head to optimise capacity and performance within the team.
To lead a team of eight individuals. This is for a fixed term contract for 18 months Some of your responsibilities will be To work closely with the aligned Financial Planners to deliver excellent client outcomes Conduct appraisals, 121s and drives performance within the team Coach, mentor & provide training to develop the team Responsible for disseminating important information and business changes which impact the administration team Provide guidance on a day-to-day basis and be the 'go to person' to answer any process or technical issue 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 Work alongside financial planners and paraplanners to ensure completeness of documentation to prepare suitability report Process all business in accordance with required processes & proactive pipeline management To encourage client, use of portal and other digital tools, provide guidance where required.
Promote a service excellence mind-set throughout the team and the wider organisation Identify and report any risk, breaches, or errors through ensuring risks are logged through to mitigation actions and controls Work in partnership with Managing Partner, Team Heads, Projects, L&D to identify training and coaching needs and to develop team and individual plans Qualifications To be successful in this role, you should have: Excellent standard of education, ideally degree qualified but not essential Demonstrable experience of client administration within the Financial Planning sector Experience of managing and developing a team Strong organisation and prioritisation skills; able to work independently and within a team Excellent communication both written and verbal Strong stakeholder management with positive influencing skills Ability to coach and mentor team members A strong ethic of client service Additional Information 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 dependent) Generous holiday package Option to purchase additional holiday Shared parental leave Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support We believe that diverse perspectives and experiences are the cornerstone of our success.
At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported.
Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.
We're dedicated to creating a workplace where you can thrive and reach your full potential. We are committed to providing reasonable adjustments throughout the application process.
Please don't hesitate to discuss your needs with your recruiter.