At a Glance
- Tasks: Support Investment Managers and ensure client satisfaction through direct contact and administrative tasks.
- Company: Evelyn Partners, a leader in wealth management with a focus on personalised advice.
- Benefits: Private medical insurance, life assurance, generous holiday package, and pension contributions.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Join a passionate team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial services and strong client service ethic required.
The predicted salary is between 40000 - 50000 £ per year.
Office Location: Newcastle (St Anns Quay)
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 Purpose
To provide full administrative support to our Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.
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.
- Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required.
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
- To encourage client use of portal and other digital tools, provide guidance where required.
- To collaborate and share best practice with colleagues.
- Provide training and coaching to new and existing administrators as required.
- Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue.
Qualifications Skills, Experience & Qualifications
- Proven experience working in the financial services industry, specifically Investment Management.
- Good understanding of Financial Planning services.
- A strong ethic of client service Required.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
- Ability to coach and mentor team members.
Professional Qualifications and Education
- Excellent standard of education, ideally degree qualified but not essential.
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.
Senior Associate Client Administration – Investment Management in Newcastle upon Tyne employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Newcastle, offering a vibrant work culture that prioritises employee well-being and professional growth. With a strong commitment to diversity and inclusion, employees benefit from comprehensive perks such as private medical insurance, generous holiday packages, and opportunities for mentorship within a supportive team environment. Join us to be part of a passionate group dedicated to delivering outstanding client service while advancing your career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate Client Administration – Investment Management in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role at Evelyn Partners or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its values. Understand what makes Evelyn Partners tick and be ready to discuss how your skills align with their mission of providing excellent client service and support.
✨Tip Number 3
Showcase your client service skills during interviews. Be ready to share examples of how you've gone above and beyond for clients in the past, as this is key in the role of Senior Associate Client Administration.
✨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 Senior Associate Client Administration – Investment Management in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Associate Client Administration. Highlight your experience in investment management and client service, and don’t forget to mention any relevant qualifications or training that make you a perfect fit for us.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about investment management and how your skills align with our mission at Evelyn Partners. Be genuine and let your personality come through!
Showcase Your Communication Skills:Since this role involves liaising with clients and colleagues, it’s crucial to demonstrate your excellent communication skills. Use clear and concise language in your application, and consider including examples of how you've effectively communicated in past roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and financial planning services. Familiarise yourself with the latest trends in the industry, as well as Evelyn Partners' approach to client service. This will show that you're genuinely interested and prepared.
✨Showcase Your Client Service Skills
Since this role is all about client satisfaction, be ready to share examples of how you've gone above and beyond for clients in the past. Think of specific situations where your communication and organisational skills made a difference.
✨Be a Team Player
Evelyn Partners values collaboration, so highlight your experience in mentoring or training others. Share stories that demonstrate your ability to work closely with colleagues and support them in achieving excellent client outcomes.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of your interview. This could be about their approach to client relationships or how they foster a supportive team environment. It shows you're engaged and keen to learn more about the company culture.
