Senior Associate Client Administration

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. Job Purpose 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 be a role model and mentor to team members, a go-to person within the team. Key Responsibilities To work closely with the aligned Financial Planners 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 Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls To encourage client, use of portal and other digital tools, provide guidance where required. To collaborate and share best practice with colleagues Provide training and coaching to new and existing administrators as required Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue Skills, Experience & Qualifications Excellent standard of education, ideally degree qualified but not e