At a Glance
- Tasks: Support Financial Planners and enhance client experiences through effective administration.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a passionate team.
- Benefits: Enjoy private medical insurance, generous holidays, and professional development opportunities.
- Other info: Hybrid working model with a focus on diversity and inclusion.
- Why this job: Make a real impact by helping clients achieve their financial goals in a supportive environment.
- Qualifications: Experience in financial support and strong communication skills are essential.
The predicted salary is between 30000 - 42000 £ 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
In office/ Hybrid pattern: There will be a full time requirement in office during the probation period and after successful review the role will move onto a hybrid pattern of 3 days in office and 2 days working from home.
Job Purpose
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.
Qualifications
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.
- Preparation of meeting packs and valuations (as required)
- 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 practices with colleagues.
Skills, Experience & Qualifications
- Proven experience working in investment management / financial planning
- Experience of account opening/ reviews / preparation of packs and presentations
- 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.
- Interested in further development through additional qualifications.
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.
Client Administrator in Liverpool employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a supportive and inclusive work environment in Liverpool where personal and professional growth is prioritised. As a Client Administrator, you will benefit from structured training programmes, access to experienced professionals, and a generous benefits package, all while contributing to a team dedicated to delivering outstanding client experiences. Join us to be part of a passionate team that values diversity and empowers you to achieve your full potential.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Liverpool
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show how your skills align with their mission of providing excellent client outcomes. We want to see that you’re not just a fit for the role, but for the team too!
✨Tip Number 3
Practice your communication skills! Since building relationships with clients is key, be ready to demonstrate your ability to connect and engage during the interview. We love candidates who can communicate clearly and confidently.
✨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 our team at Evelyn Partners.
We think you need these skills to ace Client Administrator in Liverpool
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Administrator role. Highlight your experience in supporting Financial Advisors and dealing with HNW clients. We want to see how your skills align with what we do at Evelyn Partners!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining our team and how you can contribute to delivering excellent client outcomes. Let us know what makes you tick!
Showcase Your Communication Skills:Since strong communication is key for this role, make sure your written application reflects that. Keep it clear, concise, and professional. We love seeing candidates who can express themselves well!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Brush up on your knowledge of financial products like ISAs, Pensions, and bonds. Being able to discuss these confidently will show that you understand the industry and can support Financial Planners effectively.
✨Build Rapport with Clients
Think about how you can demonstrate your ability to build relationships during the interview. Share examples from your past experiences where you successfully engaged with clients, as this role heavily relies on maintaining positive client interactions.
✨Organise Your Thoughts
Prepare for common interview questions by organising your thoughts around your previous experiences. Use the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing your organisational skills and problem-solving abilities.
✨Show Enthusiasm for Continuous Learning
Evelyn Partners values personal and professional growth, so express your eagerness to learn and develop. Mention any relevant courses or qualifications you’re pursuing or plan to pursue, which aligns with their commitment to ongoing training and development.
