Client Administrator
evelynpartners
Client Administrator
evelynpartners· Commercial - FP
About this role
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.
Job Description
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
Qualifications
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
- 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
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 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.
Frequently Asked Questions
Is the salary disclosed for the Client Administrator position at evelynpartners?
The salary for this Client Administrator role at evelynpartners is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Administrator position at evelynpartners located?
This Client Administrator role at evelynpartners is based in Edinburgh, Edinburgh, , United Kingdom, gb. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Administrator role at evelynpartners full-time or part-time?
This is listed as a Contract position. It is posted as a Client Administrator role in the Commercial - FP department at evelynpartners.
Which team or department does the Client Administrator at evelynpartners belong to?
This Client Administrator position is part of the Commercial - FP department at evelynpartners. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Administrator position at evelynpartners?
Click the "Apply Now" button on this page. You will be redirected to evelynpartners's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the Client Administrator job at evelynpartners posted?
This Client Administrator position at evelynpartners was posted on Aug 4, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Administrator
evelynpartners
You'll be redirected to evelynpartners's official application page on SmartRecruiters.