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- Tasks: Support Investment Managers and enhance client experiences through administrative tasks.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised investment advice.
- Benefits: Enjoy hybrid working, competitive salary, private medical insurance, and generous holiday packages.
- Why this job: Join a passionate team, gain valuable experience, and develop your career in financial services.
- Qualifications: Experience in financial services, strong communication skills, and a desire to learn are essential.
- Other info: Diversity and inclusion are core values; adjustments can be made for applicants' needs.
The predicted salary is between 30000 - 42000 £ per year.
Client Administrator – Investment Management – 6 Month FTC
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Client Administrator – Investment Management – 6 Month FTC
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Join to apply for the Client Administrator – Investment Management – 6 Month FTC role at Evelyn Partners
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Company Description
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.
Company Description
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
Client Administrator – Investment Management
What will you be doing?
We’re seeking an ambitious individual to join our Investment Management team in Birmingham. You will be responsible for providing full administrative support to Investment Managers, 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, and you will have access to a structured training programme offering training & competency oversight to excel your personal development. We encourage continuous professional development via ongoing studying and qualifications, and 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.
As a Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes
- To build relationships with clients and maintain regular contact
- Liaise with operational teams where support is provided on activities. e.g., 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
- Proven experience working in the financial services industry with investment management experience
- Ambition to build a career within a financial services firm, with a willingness to learn and develop
- A strong client service ethic
- 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
Desired
- Knowledge of Investments, Pensions and Life Assurance preferred
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 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.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative
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Client Administrator - Investment Management - 6 Month FTC employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator - Investment Management - 6 Month FTC
✨Tip Number 1
Familiarise yourself with the investment management sector. Understanding key concepts like investments, pensions, and life assurance will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with individuals who can provide insights about the role and potentially refer you to opportunities at Evelyn Partners.
✨Tip Number 3
Demonstrate your client service skills by preparing examples of how you've successfully built relationships in previous roles. Be ready to discuss these experiences during interviews to showcase your ability to deliver excellent client outcomes.
✨Tip Number 4
Research Evelyn Partners thoroughly. Understand their values, mission, and recent developments in the company. This knowledge will help you tailor your responses in interviews and show your genuine interest in joining their team.
We think you need these skills to ace Client Administrator - Investment Management - 6 Month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry, particularly any roles related to investment management. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition to build a career in financial services. Mention specific skills such as client service ethic and communication abilities, and provide examples of how you've successfully built relationships in previous roles.
Highlight Relevant Skills: In your application, emphasise your organisational skills and ability to manage workloads effectively. Provide examples of how you have used judgement and reasoning to solve problems in past positions.
Show Enthusiasm for Learning: Express your willingness to learn and develop within the role. Mention any relevant training or qualifications you are pursuing or plan to pursue, as this aligns with the company's commitment to professional development.
How to prepare for a job interview at Evelyn Partners
✨Research the Company
Before your interview, take some time to learn about Evelyn Partners. Understand their values, mission, and the services they offer. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Demonstrate Client Service Skills
As a Client Administrator, you'll need to showcase your strong client service ethic. Prepare examples from your past experiences where you've successfully built relationships with clients or resolved issues effectively.
✨Prepare for Technical Questions
Given the financial services context, be ready to discuss your knowledge of investments, pensions, and life assurance. Brush up on relevant terminology and concepts to demonstrate your expertise during the interview.
✨Show Your Organisational Skills
The role requires excellent organisational skills. Be prepared to discuss how you manage your workload and prioritise tasks. You might even want to share specific tools or methods you use to stay organised.
