{"id":4164703,"url":"https://alion.io/job/evelyn-partners-client-administrator","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":["Belfast, 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":"2026-11-12T13:13:28Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T19:48:05Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"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 What will you be doing?\nThe Client Administrator will join our Client Admin Financial Planning team in Belfast, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.\nWhat's in it for me?\nAs a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.\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 To be successful in this role, you should\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 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. 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