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- Tasks: Support Financial Planners and enhance client experiences daily.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy hybrid work, private medical insurance, generous holidays, and professional development opportunities.
- Why this job: Join a passionate team dedicated to empowering clients and fostering your personal growth.
- Qualifications: Experience in financial support, strong communication skills, and organisational abilities are essential.
- Other info: Diversity and inclusion are core values; adjustments can be made for applicants' needs.
The predicted salary is between 36000 - 60000 £ per year.
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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 and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We\’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We’re seeking an ambitious individual to join our Financial Planning team in Knutsford, 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.
What’s 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 day per week after probation.
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. , scripts, transfers,corporate 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
Skills and Experience
To be successful in this role, you should
- Experience of providing support to Financial Advisors throughout end to end process
- Experience of dealing with HNW clients
- Knowledge of financial products 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.
- Ability to use judgement and reasoning to propose solutions to problems.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- 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 we\’re 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.
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Copy of Client Administrator employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Copy of 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 and readiness to engage with clients.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work with high-net-worth clients. Building connections can provide insights into the industry and may even lead to referrals or recommendations for the position.
✨Tip Number 3
Prepare to discuss your organisational skills and how you've successfully managed workloads in previous roles. Be ready to share specific examples that highlight your ability to prioritise tasks and maintain client records efficiently.
✨Tip Number 4
Research Evelyn Partners' values and their approach to client relationships. Understanding their culture and mission will allow you to align your responses during interviews, showcasing that you're a great fit for their team.
We think you need these skills to ace Copy of Client Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and qualifications required for the Client Administrator position. Tailor your application to highlight relevant experiences that align with these requirements.
Highlight Relevant Experience: Emphasise any previous experience you have in providing support to Financial Advisors or working with high-net-worth clients. Use specific examples to demonstrate your skills in communication, organisation, and problem-solving.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for the role and the company. Mention how your values align with Evelyn Partners' commitment to client service and professional development.
Proofread Your Application: Before submitting your application, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Evelyn Partners
✨Understand the Company Culture
Before your interview, take some time to research Evelyn Partners and their values. Understanding their commitment to client relationships and professional development will help you align your answers with what they are looking for.
✨Showcase Your Communication Skills
As a Client Administrator, strong communication is key. Be prepared to discuss how you've effectively built relationships with clients in the past and provide examples of your verbal and written communication skills.
✨Demonstrate Organisational Skills
Highlight your ability to manage multiple tasks and prioritise effectively. Share specific examples of how you've successfully planned your workload in previous roles, especially in fast-paced environments.
✨Prepare for Technical Questions
Familiarise yourself with financial products like ISAs, Pensions, and bonds. Be ready to discuss your experience with these products and how you can support Financial Planners in delivering excellent client outcomes.
