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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
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, with access to a structured training programme offering training & competency oversight to enhance your development. We encourage continuous professional development through ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from experienced Investment Managers and Financial Advisers.
This role offers a hybrid working arrangement, requiring presence in the office 3 days per week.
Responsibilities include:
- Working closely with Financial Planners and/or Investment Managers to deliver excellent client outcomes
- Building relationships with clients and maintaining regular contact
- Liaising with operational teams for activities such as scripts, transfers, corporate actions, static data changes, where applicable
- Preparing meeting packs and valuations as required
- Assisting investment managers in preparing new business pitches and presentations
- Maintaining back-office systems and client records in line with company policies
Skills and Experience
To be successful, you should have:
- Proven experience in the financial services industry with investment management experience
- Ambition to develop a career within a financial services firm, with a willingness to learn
- A strong client service ethic
- Excellent verbal and written communication skills
- Strong organizational skills and the ability to plan workload effectively
- Judgment and reasoning skills to propose solutions to problems
Desired Skills
- Knowledge of Investments, Pensions, and Life Assurance (preferred)
Additional Benefits
As part of Evelyn Partners, you will have access to benefits including:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contributions
- Hybrid working model (role dependent)
- Generous holiday package with options to purchase additional days
- Shared parental leave
We value diversity and are committed to creating an inclusive environment. We are happy to accommodate any reasonable adjustments needed during the application process.
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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.
