{"id":4192726,"url":"https://alion.io/job/evelyn-partners-client-administrator-2","title":"Client Administrator","company":{"id":9113,"name":"Evelyn Partners","domain":"evelyn.com","url":"https://alion.io/company/evelyn-partners","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"SmartRecruiters","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Leeds, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-22T08:25:40Z","employer_posted_date":"2026-09-22","last_verified_at":"2026-11-12T19:48:05Z","board_verified":true,"closed_at":null,"days_open":51,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":51},"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.\n We're looking for a Client Administrator to join our Client Delivery team within our Leeds office.\nAs a Client Administrator, you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for clients and internal stakeholders, you will provide comprehensive administrative and operational support throughout the client journey.\nYou will be responsible for managing client records, coordinating business processing activities, supporting meetings and reviews, and helping to drive operational efficiency while building trusted relationships with clients and colleagues alike.\nHybrid working pattern\nThis role will require full time in office through 6 month probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home. \nAs a Client Administrator, your responsibilities will include among others:\nTo work closely with the aligned Financial Planners and to deliver excellent client outcomes.\nTo build relationships with clients and maintain regular contact.\nLiaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.\nPreparation of meeting packs and valuations (as required)\nMaintain back-office systems and client records in line with the company policies.\n Skills, Experience & Qualifications\nWe're looking for a proactive, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. You will bring strong organisational skills, attention to detail, and the ability to build lasting relationships with both clients and colleagues.\nWhat You'll Bring\nA strong educational background, ideally degree educated, although equivalent experience will be equally valued.\nProven experience working within Financial Planning / Wealth Management is essential\nExperience working within a client support / financial planner support role is essential\nStrong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.\nAn ambition to build a career within financial services firm, with a willingness to learn and develop\nA strong ethic of client service\nStrong (verbal and written) communication skills with an ability to build relationships\nThe ability to fully plan workload and display excellent organisational skills\n As a colleague here at Evelyn Partners, you will have access to benefits that include:\nCompetitive salary\nPrivate medical insurance\nLife assurance\nPension contribution\nHybrid working model (role dependant)\nGenerous holiday package\nOption to purchase additional holiday\nShared parental leave\nWe 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.\nWe are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.","description_format":"text","description_chars":4057,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"English","level":"All levels","optional":false}]},"benefits":["Equity","Health insurance","Hybrid work","Parental leave"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-12T19:48:05Z"}],"visa":[{"country":"GB","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"evidence":"Licensed UK visa sponsor (Skilled Worker)","filings_12m":null,"filings_prev_12m":null,"green_card_filings_12m":null,"median_offered_wage_usd":null,"route":"Skilled Worker","cap_exempt":false,"checked_at":"2026-11-12T09:37:45+00:00","sources":["UK Home Office: register of licensed sponsors (workers)"],"filings_for_role_12m":0}],"liveness":{"score":7,"band":"cold","label":"Long shot","p_open":1,"p_active":0.202,"p_room":0.35,"age_days":51,"expected_fill_days":9,"reasons":["conf:2","win:tail"],"computed_at":"2026-11-12T21:56:57Z"},"pay":null,"html_url":"https://alion.io/job/evelyn-partners-client-administrator-2","json_url":"https://alion.io/job/evelyn-partners-client-administrator-2.json","meta":{"generated_at":"2026-11-12T21:56:57Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":46300,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":9113},"rest":"https://alion.io/mcp/rest/get_company?id=9113"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fevelyn-partners-client-administrator-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fevelyn-partners-client-administrator-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fevelyn-partners-client-administrator-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/evelyn-partners-client-administrator-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fevelyn-partners-client-administrator-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4192726}},{"tool":"search_jobs","arguments":{"company":"evelyn.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4192726},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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