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- Tasks: Support Investment Managers and ensure client satisfaction through direct contact.
- Company: Evelyn Partners, a leading UK wealth management firm.
- Benefits: Hybrid working model after probation, competitive salary, and professional development opportunities.
- Why this job: Join a passionate team and help clients achieve their financial goals.
- Qualifications: Strong communication skills and a desire to learn about wealth management.
- Other info: Dynamic work environment with a focus on client relationships.
The predicted salary is between 36000 - 60000 £ 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 Purpose
To provide full administrative support to a small team of Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Office attendance
This role will have a full time requirement of 6 months in office and then after successful probation will be moved onto a hybrid role of 3 days in office and 2 days working from home.
Key Responsibilities
- To work closely with the aligned Investment Managers to deliver excellent client outcomes
- To build relationships with clients and maintain regular contact
- Liaise with operations to open new accounts
- 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., transfers, corporate actions, static data changes where applicable
- Deal with cash transfers, foreign exchange transactions and monitoring of transactions
Associate Client Administration in London employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Client Administration in London
✨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 approach. We recommend practising common interview questions and tailoring your answers to show how you can contribute to their mission of providing excellent client outcomes.
✨Tip Number 3
Show off your organisational skills! During the interview, share examples of how you've managed multiple tasks or projects. This role is all about supporting Investment Managers, so demonstrating your ability to juggle responsibilities will impress them.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your interest in the role and mentioning something specific from your conversation can keep you top of mind for the hiring team.
We think you need these skills to ace Associate Client Administration in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Client Administration role. Highlight any relevant administrative experience and client-facing roles to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since this role involves liaising with clients and operational teams, make sure your written application demonstrates your strong communication skills. Clear, concise language will go a long way in making a great impression!
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 don’t miss out on any important updates from us during the process!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you understand the basics of wealth management and client administration. Familiarise yourself with Evelyn Partners' services and values, so you can show how your skills align with their mission to provide excellent client outcomes.
✨Showcase Your Communication Skills
Since this role involves direct contact with clients, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully built relationships in previous roles, as this will demonstrate your ability to connect with clients effectively.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle client interactions. Think of specific situations where you’ve had to deal with challenges or conflicts, and be ready to explain how you resolved them while maintaining client satisfaction.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, company culture, and the specific responsibilities of the Associate Client Administration role. This shows your genuine interest in the position and helps you determine if it’s the right fit for you.