At a Glance
- Tasks: Support Investment Managers and ensure client satisfaction through direct contact and administrative tasks.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a focus on client success.
- Benefits: Enjoy private medical insurance, life assurance, generous holidays, and a supportive work environment.
- Other info: Embrace a diverse workplace with excellent career growth opportunities and a hybrid work model.
- Why this job: Make a real impact by helping clients achieve their financial goals in a dynamic team.
- Qualifications: Experience in financial services and strong client service skills are essential.
The predicted salary is between 30000 - 40000 £ 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 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.
This role will have a requirement of full time in office over the 6 month probationary period and then move onto a hybrid pattern for 4 days in office and 1 day working from home.
Job Purpose
This role is to provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Key Responsibilities
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with the company policies.
- Request policy information from third party policy providers if applicable.
- Liaise with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Assist investment managers in the preparation of new business pitches and presentations.
- Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients.
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
- Encourage client use of portal and other digital tools, provide guidance where required.
- Collaborate and share best practices with colleagues.
Skills, Experience & Qualifications
- Proven experience working in the financial services industry.
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
Professional Qualifications and Education
- Excellent standard of education, ideally degree qualified but not essential.
Benefits
- 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.
Investment Management Client Administrator in Belfast employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Belfast, offering a dynamic work culture that prioritises employee well-being and professional growth. With a strong commitment to diversity and inclusion, employees benefit from comprehensive support, including private medical insurance, generous holiday packages, and opportunities for hybrid working arrangements after the probation period. Joining our team means being part of a passionate group dedicated to delivering excellent client outcomes while fostering a collaborative and respectful environment.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management Client Administrator in Belfast
✨Tip Number 1
Network like a pro! Reach out to current employees at Evelyn Partners on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching common questions for client administration roles. Think about how your past experiences align with the responsibilities listed in the job description, and be ready to share specific examples.
✨Tip Number 3
Show off your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. Remember, this role is all about client interaction, so let your personality shine through.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the team at Evelyn Partners.
We think you need these skills to ace Investment Management Client Administrator in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Management Client Administrator role. Highlight your experience in financial services and any relevant skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client service and how your background makes you a great fit for our team. Keep it concise but engaging – we want to feel your enthusiasm!
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your written application reflects that. Use clear, professional language and check for any typos or errors. We love attention to detail, so let that shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of investment management and the specific services offered by Evelyn Partners. Brush up on financial terminology and be ready to discuss how you can support Investment Managers in delivering excellent client outcomes.
✨Showcase Your Client Service Skills
Since this role is all about client satisfaction, prepare examples from your past experiences where you’ve gone above and beyond for clients. Think about how you built relationships and maintained regular contact, as this will resonate well with the interviewers.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you manage your workload under pressure. Share specific strategies you use to prioritise tasks and ensure that nothing falls through the cracks, especially when dealing with multiple clients or projects.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, team dynamics, or the tools they use for client management. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
