Business Development Administrator - 12month FTC

Business Development Administrator – 12month FTC

• Contract
• Office Location: London

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 guided by our purpose: placing the power of good advice into more hands. We strive to understand our clients\’ needs and what matters most to them, helping them make significant decisions with confidence, providing strong foundations for the future, and guiding them towards their goals.

This role is a Fixed Term Contract for 12 months.

To support and coordinate the Business Development (BD) team, working as part of a dedicated Sales Support team that delivers excellent service. Activities focus on delivering high-quality service to our clients, including introducers and IFAs, ensuring the smooth operation of the BD teams – UK IFA, International IFA, and Professional Connections.

Key Responsibilities

• Preparing and updating BD marketing collateral such as factsheets, presentations, and proposals within strict deadlines, and coordinating team efforts to cover absences.
• Managing and updating the IFA distribution list.
• Updating the BD intranet, website pages, and CRM systems.
• Creating and updating client PowerPoint presentations and documents as required.
• Coordinating diary management for appointments and meetings for the BD Team Heads.
• Organising and assisting with the hosting of events and seminars.

Skills, Experience & Qualifications

• Relevant qualification (desirable).
• Experience in an Administrative, Secretarial, PA, or Account Manager role.
• Previous experience in the financial services industry (preferable).
• Strong client/customer service ethic.
• Ability to work well within teams, collaborating for the best outcomes.
• Strong interpersonal skills.
• Excellent attention to detail and effective time management.
• Effective verbal and written communication skills.
• Proficiency in Microsoft Office packages, especially Word, Excel, and PowerPoint.

Benefits

As a colleague at Evelyn Partners, you will have access to benefits including:

• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday package
• Option to purchase additional holidays
• Shared parental leave

We value diversity and are committed to creating an inclusive environment where all colleagues feel respected and supported to achieve their full potential. We offer various diversity, equity, and inclusion initiatives and are happy to make reasonable adjustments during the application process. Please inform your Recruiter of any needs.

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