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Evelyn Partners

Client Administrator

Evelyn Partners

. Work closely with aligned Financial Planners to deliver excellent client outcomes .

Posted 9/22/2026full-timeRemote • Edinburgh • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Financial Planning and Wealth Management, with strong knowledge of financial products such as ISAs, SIPPs, Pensions, and Investments. Excels in client relationship management and operational support, ensuring efficient processes throughout the client journey.

Highest-signal resume keywords
Financial Planning ExperienceClient Support RoleKnowledge of Financial ProductsOrganizational SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial PlanningWealth ManagementClient SupportFinancial Products KnowledgeOperational Efficiency
Soft Skills
Client Service EthicRelationship BuildingOrganizational SkillsVerbal CommunicationWritten Communication
Tools & Technologies
Back-Office Systems
Industry Keywords
ISAsSIPPsPensionsInvestmentsBonds

About the role

Key responsibilities & impact
  • Work closely with aligned Financial Planners to deliver excellent client outcomes
  • Build relationships with clients and maintain regular contact
  • Liaise with operational teams on activities such as scripts, transfers, corporate actions, and static data changes where applicable
  • Prepare meeting packs and valuations as required
  • Maintain back-office systems and client records in line with company policies
  • Provide comprehensive administrative and operational support throughout the client journey
  • Support meetings and reviews
  • Help drive operational efficiency

Requirements

What you’ll need
  • A strong educational background, ideally degree educated, although equivalent experience will be equally valued
  • Proven experience working within Financial Planning / Wealth Management is essential
  • Experience working within a client support / financial planner support role is essential
  • Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
  • An ambition to build a career within financial services firm, with a willingness to learn and develop
  • A strong ethic of client service
  • Strong (verbal and written) communication skills with an ability to build relationships
  • The ability to fully plan workload and display excellent organisational skills

Benefits

Comp & perks
  • 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
  • Employee resource groups
  • Diversity, equity and inclusion initiatives
  • Reasonable adjustments throughout the application process