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For Companies At a Glance
- Tasks: Support Financial Planners and enhance client experiences daily.
- Company: Join Evelyn Partners, a leading firm in financial planning and investment management.
- Benefits: Enjoy hybrid working, competitive salary, private medical insurance, and generous holiday options.
- Why this job: Grow personally and professionally with structured training and mentorship from experienced professionals.
- Qualifications: Experience in wealth management and strong communication skills are essential.
- Other info: Diversity is valued; reasonable adjustments available during the application process.
The predicted salary is between 28800 - 43200 £ per year.
What will you be doing
Were seeking an ambitious individual to join our 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.
Whats in it for me
As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally you will have access to a structured training programme 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.
This is a hybrid working role with a requirement to be in the office 3 days per week after probation.
Responsibilities
As a Client Administrator your responsibilities will include among others :
- To work closely with the aligned Financial Planners and / or Investment Managers to deliverexcellent client outcomes
- To build relationships with clients and maintain regular contact
- Liaise with operational teams where support is provided on activities. e.g. scripts transferscorporate actions static data changes where applicable
- Preparation of meeting packs and valuations (as required)
- Assist investment managers in the preparation of new business pitches and presentations
- Maintain back-office systems and client records in line with the company policies
Qualifications
To be successful in this role you should
- Proven experience working in the wealth management industry
- Experience of providing support to Financial Advisors throughout end to end process
- Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems
- Knowledge of financial products i.e. ISAs Pensions GIA Offshore and Onshore bonds etc
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include :
- 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
We 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 were 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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Remote Work : No
Employment Type : Full-time
Key Skills
Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients
Experience : years
Vacancy : 1
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Client Administrator employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the financial products mentioned in the job description, such as ISAs and pensions. This knowledge will not only help you understand the role better but also demonstrate your commitment to the industry during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work with high-net-worth clients. Building these connections can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 3
Prepare to discuss your organisational skills and how you've effectively managed workloads in previous roles. Be ready to share specific examples that highlight your ability to support financial advisors and maintain client records.
✨Tip Number 4
Research Evelyn Partners and their approach to client relationships. Understanding their values and how they deliver client experiences will allow you to align your answers with their expectations during the interview process.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the wealth management industry. Emphasise any support roles you've had with Financial Advisors and your familiarity with high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your skills align with the responsibilities listed. Mention your strong communication skills and ability to build relationships, as these are key for the Client Administrator position.
Showcase Relevant Skills: When detailing your experience, focus on your organisational skills and problem-solving abilities. Provide examples of how you've effectively managed workloads and supported financial processes in previous roles.
Research Evelyn Partners: Familiarise yourself with Evelyn Partners and their approach to client service. Understanding their values and culture will help you tailor your application and demonstrate your fit for the team.
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Familiarise yourself with financial products like ISAs, Pensions, and bonds. Being able to discuss these confidently will show your understanding of the industry and impress the interviewers.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. This role requires strong interpersonal skills, so showcasing your ability to connect with clients is crucial.
✨Showcase Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Providing specific examples of how you've effectively organised your time in previous roles can highlight your suitability for this position.
✨Prepare for Problem-Solving Scenarios
Think of instances where you've had to use judgment and reasoning to solve problems. The interviewers may ask situational questions, so having a few scenarios prepared will help you demonstrate your critical thinking skills.
