At a Glance
- Tasks: Support Financial Planners and enhance client experiences through relationship building.
- Company: Join Evelyn Partners, a leading financial services firm with a focus on growth.
- Benefits: Enjoy private medical insurance, generous holidays, and a supportive training programme.
- Other info: Dynamic team environment with opportunities for personal and professional development.
- Why this job: Kickstart your career in finance while learning from experienced professionals.
- Qualifications: Experience in financial planning administration and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
The Client Administrator will join our Financial Planning team, in which 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.
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.
Your responsibilities will include among others:
- Working closely with the aligned Financial Planners to deliver excellent client outcomes
- 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)
- Maintain back-office systems and client records in line with the company policies
To be successful in this role, you should:
- Have previous experience working within Financial Planning Client Administration
- Possess strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
- Have an ambition to build a career within a financial services firm, with a willingness to learn and develop
- Exhibit a strong ethic of client service
- Demonstrate strong communication skills with an ability to build relationships
- Show the ability to fully plan workload and display excellent organisational skills
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
Client Administrator in Bracknell employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer that prioritises the personal and professional growth of its employees, particularly in the role of Client Administrator. With a structured training programme and opportunities for continuous professional development, you will be supported by a team of experienced professionals while enjoying a collaborative work culture that values client relationships and service excellence. Located in a dynamic financial services environment, we offer competitive benefits including private medical insurance, generous holiday packages, and a commitment to work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Bracknell
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to client administration and financial products. We can help you with mock interviews to boost your confidence and nail those tricky questions.
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've managed workloads in the past. We want to see how you can keep things running smoothly in a fast-paced environment.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. We recommend mentioning something specific from your conversation to show you were engaged and interested.
We think you need these skills to ace Client Administrator in Bracknell
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Administrator role. Highlight your previous experience in financial planning and client administration, and don’t forget to showcase your strong communication skills and organisational abilities.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your skills align with what we’re looking for. Be genuine and let your personality come through!
Showcase Your Knowledge:Demonstrate your understanding of financial products like ISAs, SIPPs, and Pensions in your application. This shows us that you’re not just interested in the role, but that you’re ready to hit the ground running.
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 details you need about the role there!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like ISAs, SIPPs, and pensions. Being able to discuss these confidently will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained client relationships in the past. Think about specific situations where your communication skills made a difference. This will demonstrate your strong ethic of client service.
✨Organise Your Thoughts
Before the interview, jot down key points about your previous experience and how it relates to the responsibilities of a Client Administrator. Being organised will help you articulate your thoughts clearly during the interview.
✨Ask Insightful Questions
Prepare some thoughtful questions about the team dynamics or the training programme mentioned in the job description. This shows your enthusiasm for personal development and your interest in the company culture.
