At a Glance
- Tasks: Support Investment Managers and ensure client satisfaction through direct contact and operational support.
- Company: Evelyn Partners, a leader in wealth management with a focus on personalised advice.
- Benefits: Private medical insurance, life assurance, pension contributions, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Join a passionate team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial services and strong client service ethic required.
The predicted salary is between 35000 - 45000 £ per year.
Office Location: Edinburgh (Morrison Street)
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 our Investment Managers based in Newcastle and Edinburgh, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.
Key Responsibilities
- To work closely with the aligned Investment Managers in Newcastle and Edinburgh 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 practice with colleagues.
- Provide training and coaching to new and existing administrators as required.
- Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue.
Qualifications Skills, Experience & Qualifications
- Proven experience working in the financial services industry, specifically Investment Management.
- Good understanding of Financial Planning services.
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
- Ability to coach and mentor team members.
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.
Senior Associate Client Administration in Newcastle upon Tyne employer: Evelyn Partners
Evelyn Partners is an exceptional employer located in the heart of Edinburgh, offering a dynamic work culture that prioritises employee growth and inclusivity. With a strong focus on client satisfaction and professional development, employees benefit from comprehensive perks such as private medical insurance, generous holiday packages, and opportunities for mentorship within a supportive team environment. Join us to be part of a passionate workforce dedicated to making a meaningful impact in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate Client Administration in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those who know Evelyn Partners. A friendly chat can open doors and give you insider info about the company culture and what they really value.
✨Tip Number 2
Prepare for the interview by understanding their client service ethos. Think about how you can demonstrate your strong client service ethic and problem-solving skills during the conversation. Show them you’re not just a fit on paper but a perfect match for their team!
✨Tip Number 3
Practice makes perfect! Get a friend or mentor to do mock interviews with you. Focus on articulating your experience in investment management and how you can contribute to client satisfaction at Evelyn Partners.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Evelyn Partners.
We think you need these skills to ace Senior Associate Client Administration in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Associate Client Administration. Highlight your experience in financial services and client management, and don’t forget to mention any relevant qualifications or skills that align with what we’re looking for.
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 your background makes you a perfect fit for our team. Be genuine and let your personality come through!
Showcase Your Client Service Skills:Since client satisfaction is key for us, make sure to include examples of how you've gone above and beyond for clients in your application. We love seeing how you’ve built relationships and provided excellent service in previous roles.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management and financial planning services. Familiarise yourself with Evelyn Partners' approach to client satisfaction and how they build relationships. This will show that you're genuinely interested in the role and understand what it entails.
✨Showcase Your Client Service Skills
Prepare examples from your past experience where you've gone above and beyond for clients. Highlight your strong ethic of client service and how you've successfully managed client relationships. This is crucial for a role that focuses on client administration.
✨Be Ready to Discuss Team Dynamics
Since this role involves mentoring and being a go-to person, think about how you've supported colleagues in the past. Be prepared to share specific instances where you've coached or trained team members, as well as how you handle pressure and prioritise tasks.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and how they measure success in client administration. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
