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- Tasks: Support Investment Managers by maintaining client records and managing requests.
- Company: Evelyn Partners, a dynamic team focused on exceptional client service.
- Benefits: Competitive salary, private medical insurance, and hybrid working model.
- Other info: Opportunity to work in a supportive and inclusive environment.
- Why this job: Join a diverse workplace and make a real impact in wealth management.
- Qualifications: Experience in wealth management and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners is seeking an experienced administrator to support Investment Managers in Leeds, UK. This role involves maintaining client records, managing requests, and ensuring regulatory compliance.
The ideal candidate will have experience in wealth management and excellent communication skills.
Benefits include a competitive salary, private medical insurance, and a hybrid working model.
Join a dynamic team dedicated to delivering exceptional client service and fostering a diverse and inclusive workplace.
Wealth Admin & Client Services Associate in Leeds employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Admin & Client Services Associate in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for those interviews! Research Evelyn Partners and understand their values and services. Tailor your responses to show how your experience aligns with their mission of delivering exceptional client service.
✨Tip Number 3
Show off your communication skills! During interviews or networking events, be clear and confident when discussing your past experiences. Remember, they want to see how you can maintain client records and manage requests effectively.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application directly. Plus, it shows you're genuinely interested in joining our dynamic team at Evelyn Partners.
We think you need these skills to ace Wealth Admin & Client Services Associate in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in wealth management and administration. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how you can contribute to our dynamic team at Evelyn Partners. Keep it engaging and personal.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Evelyn Partners
✨Know Your Wealth Management Stuff
Make sure you brush up on your knowledge of wealth management principles and practices. Familiarise yourself with the latest trends in the industry, as well as any relevant regulations. This will show that you're not just a great administrator but also someone who understands the bigger picture.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated with clients or colleagues in the past. This will help demonstrate your ability to maintain strong relationships and manage requests efficiently.
✨Get Organised with Client Records
Be ready to discuss your experience with maintaining client records and managing data. Think about specific tools or systems you've used in the past and be prepared to explain how you ensure accuracy and compliance. This will highlight your attention to detail and organisational skills.
✨Embrace the Hybrid Working Model
Since the role offers a hybrid working model, think about how you can thrive in both remote and in-office settings. Be prepared to share your strategies for staying productive and connected with your team, as well as how you manage your time effectively in a flexible work environment.