At a Glance
- Tasks: Support Financial Planners and ensure client satisfaction through direct contact.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday package.
- Other info: Hybrid working model and commitment to diversity and inclusion.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong client service ethic and excellent communication skills required.
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
Job Purpose
To provide full administrative support to Financial Planners, 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 Financial Planners 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
- 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.
Qualifications
Skills, Experience & Qualifications
- Excellent standard of education, ideally degree qualified but not essential.
- Interested in further development through additional qualifications.
- Proven experience working in the financial planning/ wealth industry
- Experience of high level administration
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
- 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 Exeter employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evelyn Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Administrator in Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evelyn Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evelyn Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evelyn Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
