At a Glance
- Tasks: Provide admin support to Investment Managers and ensure client satisfaction.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy private medical insurance, generous holidays, and a supportive work environment.
- Other info: Diverse workplace with opportunities for personal and professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in client service and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Office Location: Guildford (Onslow)
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 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.
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.
- 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.
Qualifications
Skills, Experience & Qualifications
- Proven administrative / client service experience working within wealth management.
- A strong ethic of client service.
- Hold experience using XPlan.
- 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.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- 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 Guildford 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 Guildford
✨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 understanding their values and client service approach. Think about how your experience aligns with their mission of providing excellent client outcomes. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and colleagues, being able to articulate your thoughts clearly is key. Try mock interviews with friends or use online resources to sharpen your skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the team at Evelyn Partners.
We think you need these skills to ace Client Administrator in Guildford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Client Administrator role. Highlight your relevant experience in wealth management and client service, as this will show us that you understand what we're looking for.
Showcase Your Communication Skills:Since excellent communication is key for this role, use clear and concise language in your application. We want to see how you can convey information effectively, so don’t hold back on demonstrating your written skills!
Highlight Your Problem-Solving Abilities:We love candidates who can think on their feet! Include examples in your application where you've used judgement and reasoning to solve problems, especially in a client-focused environment. This will help us see how you can contribute to our team.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team at Evelyn Partners.
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, make sure you understand the role of a Client Administrator and the specific responsibilities mentioned in the job description. Familiarise yourself with wealth management concepts and be ready to discuss how your previous experience aligns with the needs of the Investment Managers you'll be supporting.
✨Showcase Your Client Service Skills
Evelyn Partners values a strong ethic of client service, so be prepared to share examples from your past where you've gone above and beyond for clients. Think about situations where you built relationships or resolved issues effectively, as this will demonstrate your commitment to client satisfaction.
✨Be Ready to Discuss Tools and Systems
Since the job mentions using XPlan and maintaining back-office systems, brush up on these tools if you have experience with them. If not, do a bit of research to show your willingness to learn. Being able to talk confidently about how you can manage client records and processes will set you apart.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. You might want to ask about the team dynamics, how success is measured in the role, or what challenges the team is currently facing. This not only gives you valuable information but also demonstrates your proactive approach.
