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- Tasks: Support the Business Development team with marketing materials, client presentations, and event coordination.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised investment advice.
- Benefits: Enjoy private medical insurance, life assurance, generous holidays, and options for shared parental leave.
- Why this job: Join a passionate team dedicated to empowering clients and making impactful financial decisions.
- Qualifications: Relevant experience in administration or customer service; financial services background preferred.
- Other info: This is a 12-month fixed-term contract with a commitment to diversity and inclusion.
The predicted salary is between 28800 - 43200 £ per year.
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.
- 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.
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.
Business Development Administrator - 12month FTC employer: Evelyn Partners Limited
Contact Detail:
Evelyn Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Business Development Administrator - 12month FTC
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key players and trends will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects simultaneously. This role requires excellent time management, so be ready to discuss your strategies.
✨Tip Number 3
Network with professionals in the financial services sector. Attend relevant events or seminars to meet potential colleagues and learn more about the company culture at Evelyn Partners.
✨Tip Number 4
Brush up on your Microsoft Office skills, particularly PowerPoint and Excel. Being proficient in these tools is crucial for creating presentations and managing data effectively in this role.
We think you need these skills to ace Business Development Administrator - 12month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in administrative roles, particularly in the financial services industry. Emphasise skills like attention to detail, time management, and proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention how your skills align with the responsibilities of the Business Development Administrator position and express your enthusiasm for contributing to the team.
Highlight Relevant Experience: In your application, focus on any previous roles that involved client service or support. Provide specific examples of how you have successfully managed tasks similar to those listed in the job description, such as preparing marketing collateral or coordinating events.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Evelyn Partners Limited
✨Showcase Your Administrative Skills
Highlight your experience in administrative roles, especially any relevant tasks like managing schedules or preparing marketing materials. Be ready to discuss specific examples of how you've successfully supported a team in the past.
✨Demonstrate Attention to Detail
Given the importance of accuracy in this role, prepare to discuss how you ensure high-quality work. You might want to share instances where your attention to detail made a significant difference in a project or task.
✨Familiarise Yourself with Financial Services
If you have previous experience in the financial services industry, be sure to mention it. If not, do some research on the sector and be prepared to discuss how your skills can transfer to this field.
✨Prepare for Team Collaboration Questions
Since teamwork is crucial for this position, think of examples that demonstrate your ability to collaborate effectively. Be ready to explain how you handle conflicts or differing opinions within a team setting.
