Client Administrator

Join Evelyn Partners as a Client Administrator in Newcastle. We're seeking a detail-oriented professional to deliver exceptional administrative and client-facing support within our Finance and Financial Planning team.

What This Role Involves

As Client Administrator, you'll be the operational backbone of our client-facing function. Working within a collaborative environment, you'll manage administrative processes that directly support relationship managers and financial planning professionals, ensuring our clients receive seamless, well-coordinated service. This is a full-time position based in our Newcastle office, combining client interaction with organised back-office support.

Your Responsibilities

• Manage client administrative requests, queries, and documentation with professionalism and efficiency
• Support the onboarding and ongoing administration of client accounts and relationships
• Coordinate scheduling, meetings, and correspondence between clients and internal teams
• Maintain accurate, up-to-date client records and ensure data integrity across systems
• Process administrative tasks including document preparation, filing, and record management
• Liaise with clients to gather information, clarify requirements, and provide status updates
• Contribute to the smooth delivery of financial planning and commercial services

What We're Looking For

• Strong organisational skills with excellent attention to detail
• Proven experience in an administrative or client-support role, ideally in financial services
• Excellent written and verbal communication abilities suited to professional client interaction
• Proficiency with office software and client management systems
• Ability to prioritise multiple tasks and work effectively under deadlines
• A proactive, service-oriented mindset with genuine interest in supporting client success
• Discretion and professionalism when handling confidential information

About the Company

Evelyn Partners is an established financial services firm serving clients across the UK. We specialise in commercial and financial planning solutions, building lasting relationships founded on expertise and dependable service. As a Client Administrator in our Newcastle office, you'll play a key role in maintaining the operational excellence and personal attention that distinguish our client experience.

Applying for This Role

To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.