Client Administrator

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. As a Client Administrator , your responsibilities will include among others: 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 posses