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- Tasks: Support Financial Planners and enhance client experiences through administrative tasks.
- Company: Join Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday packages.
- Why this job: Grow personally and professionally with structured training and mentorship from experienced professionals.
- Qualifications: National 5 in Maths and English, admin experience, and strong communication skills required.
- Other info: Diversity and inclusion are core values; adjustments for needs during the application process are welcomed.
The predicted salary is between 28800 - 43200 £ 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
We\’re seeking an ambitious individual to join our Financial Planning team in Nottingham. You\’ll be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
What\’s in it for me?
As a Financial Planning Client Administrator at Evelyn Partners you will be supported to grow personally and professionally. We\’ll give you access to a structured training programme to help you build on your existing skills. We also actively supporting continuous study and provide opportunities to be mentored by a team of experienced Investment Managers and Financial Advisers.
As a Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Financial Planners 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)
- Maintain back-office systems and client records in line with the company policies.
Qualifications
To be successful in this role, you should have:
- National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE in England
- Previous experience in an administrative role
- Proven experience working in the financial services industry
- A strong ethic of client service.
- Studying towards an accredited Level 4 qualification preferred but not essential
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills.
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. #J-18808-Ljbffr
Financial Planning Client Administrator employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Client Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key concepts and current trends will help you engage in meaningful conversations during interviews.
✨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 and potentially refer you to opportunities at Evelyn Partners.
✨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 during your interview.
✨Tip Number 4
Research Evelyn Partners' values and mission. Tailor your responses in interviews to reflect how your personal values align with theirs, showcasing your enthusiasm for contributing to their purpose.
We think you need these skills to ace Financial Planning Client Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and qualifications required for the Financial Planning Client Administrator position. Tailor your application to highlight how your skills and experiences align with these requirements.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous administrative roles or experience in the financial services industry. Use specific examples to demonstrate your client service ethic and organisational skills.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in working at Evelyn Partners and how you can contribute to their mission of providing excellent client outcomes.
Proofread Your Application: Before submitting your application, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Evelyn Partners
✨Understand the Company Culture
Before your interview, take some time to research Evelyn Partners and their approach to wealth management. Familiarise yourself with their values and mission, as this will help you align your answers with what they prioritise in their team.
✨Showcase Your Administrative Skills
Since the role involves providing administrative support, be prepared to discuss your previous experience in similar roles. Highlight specific examples where you've successfully managed workloads, maintained records, or improved processes.
✨Emphasise Client Relationship Building
Evelyn Partners values strong client relationships. Be ready to share examples of how you've built rapport with clients in the past, and demonstrate your commitment to delivering excellent client service.
✨Prepare Questions for Your Interviewers
Having thoughtful questions prepared shows your interest in the role and the company. Ask about the training programme, opportunities for professional development, or how the team collaborates to achieve client outcomes.
