At a Glance
- Tasks: Provide administrative support and build relationships with clients for a seamless experience.
- Company: Join Evelyn Partners, a leading UK wealth management firm focused on client success.
- Benefits: Enjoy private medical insurance, generous holidays, and professional development opportunities.
- Other info: Hybrid role with a supportive and inclusive work environment.
- Why this job: Kickstart your career in financial services while learning from experienced professionals.
- Qualifications: Previous admin experience and a passion for client service are essential.
The predicted salary is between 30000 - 40000 € per year.
Office Location: Bristol (Portwall Place)
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
What will you be doing? We’re seeking a client-focused individual to join our team in Bristol. You will be responsible for providing full administrative support to the team, 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 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 have:
- Previous experience within wealth management.
- Previous administrative experience.
- An ambition to build a career within a financial services firm, with a willingness to learn and develop.
- A strong ethic of client service.
- Strong 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.
- 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:
- 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.
Client Administrator in Bristol employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Bristol, offering a vibrant work culture that prioritises personal and professional growth. As a Client Administrator, you will benefit from structured training programmes, collaborative opportunities with experienced professionals, and a supportive environment that values diversity and inclusion. With a strong focus on client service and a commitment to employee well-being, Evelyn Partners provides a rewarding career path in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to current employees at Evelyn Partners on LinkedIn. Ask them about their experiences and any tips they might have for landing the Client Administrator role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by understanding the company culture. Dive into Evelyn Partners' values and mission. Show how your skills align with their focus on client service and relationship building. We want to see that you’re genuinely interested!
✨Tip Number 3
Practice your communication skills! As a Client Administrator, you'll need to build relationships with clients. Role-play common scenarios with a friend or family member to boost your confidence and refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Evelyn Partners. Let’s get you that interview!
We think you need these skills to ace Client Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight any previous administrative roles or experience in wealth management to show us you're a great fit for the Client Administrator position.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re passionate about client service and how you can contribute to our team. Share specific examples of how you've built relationships with clients in the past, as this is key for the role.
Showcase Your Organisational Skills:Since the role requires excellent organisational skills, consider including examples of how you've successfully managed workloads or projects in your application. This will help us see your ability to plan and execute tasks effectively.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of wealth management, investments, and financial planning. Familiarise yourself with Evelyn Partners' services and values, so you can show how your skills align with their mission.
✨Showcase Your Client Focus
Since the role is all about building relationships with clients, be prepared to share examples of how you've successfully managed client interactions in the past. Highlight your strong communication skills and your commitment to providing excellent service.
✨Organisational Skills Matter
Evelyn Partners is looking for someone who can manage their workload effectively. Be ready to discuss how you prioritise tasks and stay organised, especially when juggling multiple responsibilities. Consider sharing a specific instance where your organisational skills made a difference.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask insightful questions about the team dynamics, training opportunities, or the company culture. This shows your genuine interest in the role and helps you determine if it's the right fit for you.
