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- Tasks: Support Investment Managers and enhance client experiences through administrative tasks.
- Company: Evelyn Partners is 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: Join a passionate team, gain valuable experience, and develop your career in financial services.
- Qualifications: Experience in financial services, strong communication skills, and a willingness to learn are essential.
- Other info: Diversity and inclusion are core values; adjustments can be made for applicants' needs.
The predicted salary is between 24000 - 36000 £ per year.
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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.
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
Client Administrator – Investment Management
What will you be doing?
We’re seeking an ambitious individual to join our Investment Management team in Birmingham, initially on a 6 month Fixed Term contract. You\’ll be responsible for providing full administrative support to Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
What’s in it for me?
As one of our Client Administrators at Evelyn Partners you\’ll have access to a structured training programme and encouraged to continue in your professional development. We also have a team of experienced Investment Managers and Financial Advisers who you\’ll have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 day per week.
As a Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- 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
- Maintain back-office systems and client records in line with the company policies.
Qualifications
To be successful in this role, you should
- Proven experience working in the financial services industry
- An ambition to build a career within financial services firm, with a willingness to learn and develop
- A strong ethic of client service.
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
- Knowledge of Investments, Pensions and Life Assurance preferred
- Minimum Grade C in Maths (if associate)
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.
Seniority level
-
Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
-
Job function
Administrative
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Client Administrator - Fixed Term employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator - Fixed Term
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment management. Understanding key concepts like investments, pensions, and life assurance will not only boost your confidence but also help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with people who work at Evelyn Partners or similar firms. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Demonstrate your client service skills by preparing examples of how you've successfully built relationships in previous roles. Be ready to discuss these experiences in detail, as strong interpersonal skills are crucial for a Client Administrator.
✨Tip Number 4
Research Evelyn Partners' values and culture. Tailor your approach to align with their commitment to diversity, equity, and inclusion. Showing that you resonate with their mission can set you apart from other candidates.
We think you need these skills to ace Client Administrator - Fixed Term
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry. Emphasise any administrative roles you've held and showcase your strong communication skills, as these are crucial for the Client Administrator position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of Evelyn Partners that resonate with you, such as their commitment to client service and professional development opportunities.
Highlight Relevant Skills: Clearly outline your organisational skills and ability to manage workloads effectively. Provide examples of how you've used judgement and reasoning to solve problems in previous roles, as this is a key requirement for the position.
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 essential for a Client Administrator.
How to prepare for a job interview at Evelyn Partners
✨Research the Company
Before your interview, take some time to learn about Evelyn Partners. Understand their values, mission, and the services they offer. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Demonstrate Client Service Skills
As a Client Administrator, you'll need to showcase your strong client service ethic. Prepare examples from your past experiences where you've successfully built relationships or resolved client issues, as this will be crucial for the role.
✨Prepare for Technical Questions
Given the financial services context, be ready to discuss your knowledge of investments, pensions, and life assurance. Brush up on relevant terminology and concepts so you can confidently answer any technical questions during the interview.
✨Showcase Organisational Skills
The role requires excellent organisational skills. Be prepared to discuss how you manage your workload and prioritise tasks. You might even want to share specific tools or methods you use to stay organised and efficient.
