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For Companies At a Glance
- Tasks: Support Financial Planners and enhance client experiences daily.
- Company: Join Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy hybrid working, competitive salary, private medical insurance, and generous holiday packages.
- Why this job: Grow your skills in a supportive environment while making a real impact on clients' financial futures.
- Qualifications: Experience in wealth management and strong communication skills are essential.
- Other info: Diversity is valued; adjustments can be made during the application process.
The predicted salary is between 28800 - 43200 £ per year.
Overview
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients. 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
We’re seeking an ambitious individual to join our Financial Planning team in Edinburgh, which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in office and 2 days working from home.
As a Client Administrator, your responsibilities will include among others:
- Serve as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour
- Provide comprehensive administrative support to financial planners, including scheduling and coordinating client meetings
- Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information.
- Manage client onboarding processes, including preparing meeting packs and processing Letters of Authority
- Prepare client reports and handle withdrawal and drawdown requests efficiently
- Support the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction
Qualifications
- National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE)
- Previous administrative experience working within financial services
- Excellent organisational skills with the ability to prioritise tasks and manage time effectively
- Outstanding communication skills
- Understanding of financial planning and wealth management processes/ products
- Adaptability and willingness to learn in a dynamic financial services environment
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.
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Client Administrator employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the wealth management industry, especially focusing on financial products like ISAs and Pensions. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who can provide insights about the company culture at Evelyn Partners and the expectations for a Client Administrator.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients. Be ready to share specific examples of how you've built relationships and provided exceptional service, as this is crucial for the role.
✨Tip Number 4
Showcase your organisational skills by preparing a mock meeting pack or presentation. This will not only help you practice but also give you a tangible example to discuss during your interview, highlighting your proactive approach.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Client Administrator position at Evelyn Partners. Understand the responsibilities and qualifications required, and think about how your experience aligns with these.
Tailor Your CV: Customise your CV to highlight relevant experience in wealth management and administrative support. Emphasise your skills in client relationship building and any specific knowledge of financial products mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific examples from your past experiences that demonstrate your ability to provide excellent client outcomes and support Financial Planners.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for the Client Administrator role.
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Familiarise yourself with various financial products such as ISAs, Pensions, and bonds. Being able to discuss these confidently will show your understanding of the wealth management industry and impress the interviewers.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built relationships with clients in the past. This role requires strong interpersonal skills, so showcasing your ability to connect with clients will be crucial.
✨Showcase Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Providing specific examples of how you've handled multiple responsibilities will demonstrate your organisational abilities, which are key for a Client Administrator.
✨Prepare for Scenario Questions
Anticipate questions that may ask how you would handle specific client situations or challenges. Practising your responses will help you articulate your judgement and reasoning skills effectively during the interview.
