At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and ensure client satisfaction.
- Company: Join Evelyn Partners Limited, a leader in financial planning with a supportive team.
- Benefits: Enjoy private medical insurance, life assurance, pension contributions, and generous holidays.
- Other info: Great opportunity for growth in a dynamic and rewarding environment.
- Why this job: Kickstart your career in finance while enjoying a hybrid work model.
- Qualifications: Relevant admin experience in financial services and GCSE Maths and English required.
The predicted salary is between 25000 - 35000 £ per year.
Evelyn Partners Limited is searching for a talented Client Administrator to join their Financial Planning team in Leeds. This exciting role involves providing comprehensive administrative support to Financial Planners, ensuring high client satisfaction through direct interactions.
The position starts full-time for training, transitioning to a hybrid model of three days in the office and two days working from home. Candidates should have relevant administrative experience in financial services and meet educational qualifications such as GCSE Maths and English.
Benefits include private medical insurance, life assurance, pension contributions, and a generous holiday package.
Wealth Planning Administrator - Hybrid in Leeds employer: Evelyn Partners Limited
Evelyn Partners Limited is an excellent employer, offering a dynamic work culture that prioritises employee well-being and professional growth. With a hybrid working model, employees enjoy the flexibility of remote work while benefiting from comprehensive training and support in Leeds. The company provides attractive benefits such as private medical insurance, life assurance, and a generous holiday package, making it a rewarding place for those seeking a fulfilling career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Administrator - Hybrid in Leeds
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work at Evelyn Partners. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by researching common questions for Client Administrators. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Show off your skills! Bring examples of how you’ve provided excellent administrative support in the past. This will help you stand out and demonstrate your value to the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Wealth Planning Administrator - Hybrid in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your relevant administrative experience in financial services. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the Wealth Planning Administrator role and how you can contribute to our Financial Planning team. Keep it personal and engaging!
Showcase Your Communication Skills:Since this role involves direct interactions with clients, it’s important to demonstrate your communication skills in your application. Use clear and concise language, and don’t forget to proofread for any errors!
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’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services and wealth planning. Familiarise yourself with common terms and processes, as this will show your potential employer that you're serious about the role and understand the industry.
✨Showcase Your Admin Skills
Prepare examples of your previous administrative experience, especially in financial services. Think about specific tasks you've handled, like managing client records or scheduling meetings, and be ready to discuss how these experiences make you a great fit for the Client Administrator role.
✨Demonstrate Client Interaction Skills
Since this role involves direct interactions with clients, practice how you'll communicate effectively. Be ready to share examples of how you've ensured client satisfaction in past roles, whether through problem-solving or providing excellent service.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. This could be about the team dynamics, the hybrid working model, or how success is measured in the role. It shows you're engaged and genuinely interested in the position at Evelyn Partners Limited.
