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 focused on personalised client service.
- Benefits: Enjoy competitive salary, private medical insurance, generous holiday, and hybrid working options.
- Other info: Diverse workplace with active employee resource groups and commitment to inclusion.
- Why this job: Make a real impact in clients' financial journeys while developing your skills in a supportive environment.
- Qualifications: Experience in financial services and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
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
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.
- To encourage client use of portal and other digital tools, provide guidance where required.
- To 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.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- 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
Evelyn Partners is an exceptional employer, offering a dynamic work culture that prioritises employee well-being and professional growth. With a competitive salary, private medical insurance, and a hybrid working model, we empower our team to thrive both personally and professionally. Our commitment to diversity, equity, and inclusion ensures that every colleague feels valued and supported, making it a rewarding place to build a career in investment management.
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 your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to a hiring manager.
✨Tip Number 2
Prepare for those interviews! Research Evelyn Partners thoroughly, understand their values, and think about how your skills align with their mission. Practise common interview questions and be ready to showcase your client service ethic and problem-solving abilities.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the Investment Management Client Administrator position.
✨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 serious about 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 relevant experience in financial services and client management, and don’t forget to showcase your communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role at Evelyn Partners and how your skills align with their mission of providing excellent client outcomes.
Showcase Your Client Service Ethic:Evelyn Partners values a strong ethic of client service. In your application, share examples of how you've gone above and beyond for clients in previous roles. This will show that you understand their commitment to client satisfaction.
Apply Through Our Website:We encourage you to apply through our website for a seamless application process. It’s the best way to ensure your application gets the attention it deserves, so don’t miss out!
How to prepare for a job interview at Evelyn Partners
✨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
Evelyn Partners values a strong ethic of client service, so be prepared to share examples from your past experiences where you've gone above and beyond for clients. Highlight your communication skills and how you've built relationships in previous roles.
✨Demonstrate Problem-Solving Abilities
Think of scenarios where you've had to use judgement and reasoning to propose solutions to problems. Be ready to discuss these during the interview, as this role requires the ability to identify risks and suggest mitigating actions.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the hybrid working model after the probationary period. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
