At a Glance
- Tasks: Provide admin support to Financial Planners and Investment Managers, ensuring client satisfaction.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised advice.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Join a passionate team and help clients make confident financial decisions.
- Qualifications: 2-5 years in wealth management with strong client service and communication skills.
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
To provide full administrative support to Financial Planners and Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Some of your responsibilities will be to:
- Work closely with the aligned Financial Planners and Investment Managers to deliver excellent client outcomes.
- 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 (as required).
Qualifications
To be successful in this role, you should have:
- Proven experience working within wealth management - ideally 2 to 5 years' experience.
- Experience of supporting Senior Management/ Financial Advisors/ Investment Managers.
- Experience of providing end to end support.
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and 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.
Remote IFA Client Administrator in Leicester employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With a competitive salary, comprehensive benefits including private medical insurance and a generous holiday package, we empower our team to thrive in a hybrid working environment while fostering diversity and inclusion initiatives. Join us in making a meaningful impact in wealth management as we help clients navigate their financial futures with confidence.
StudySmarter Expert Advice🤫
We think this is how you could land Remote IFA Client Administrator in Leicester
✨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 personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Prepare for those interviews! Research Evelyn Partners thoroughly, understand their values, and think about how your experience aligns with their mission. Practise common interview questions and be ready to showcase your client service skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can keep you fresh in the interviewer's mind. It shows your enthusiasm for the role and reinforces your strong communication skills.
✨Tip Number 4
Apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it gives you a chance to showcase your enthusiasm for the role right from the start.
We think you need these skills to ace Remote IFA Client Administrator in Leicester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Remote IFA Client Administrator. Highlight your experience in wealth management and any relevant skills that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client service and how your background makes you a great fit for our team. Keep it concise but engaging – we want to feel your enthusiasm!
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your written application reflects that. Use clear, professional language and check for any typos or errors. We love attention to detail, so let that shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to see all the other amazing opportunities we have!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, make sure you understand the wealth management industry and Evelyn Partners' role in it. Brush up on key terms and concepts related to financial planning and investment management. This will show that you're not just interested in the job, but also in the company and its mission.
✨Showcase Your Client Service Skills
Since this role is all about client satisfaction, be ready to share specific examples of how you've provided excellent service in previous positions. Think about times when you went above and beyond for a client or resolved a tricky situation. This will demonstrate your strong ethic of client service.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle certain situations, especially under pressure. Practice responses that highlight your organisational skills and ability to prioritise tasks. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the team dynamics, the tools they use for client management, or how they measure success in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
