At a Glance
- Tasks: Support Financial Planners and enhance client experiences in a dynamic team.
- Company: Evelyn Partners, a leading UK wealth management firm focused on client success.
- Benefits: Private medical insurance, generous holiday, pension contributions, and professional development opportunities.
- Other info: Diverse and inclusive workplace with excellent career growth potential.
- Why this job: Join a passionate team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
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.
What will you be doing? The Client Administrator will join our Financial Planning team within our Nottingham office, in which you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
Smart Working pattern: The role will have a 6 month probationary period working full time in office, after successful completion, the role will move into a hybrid pattern of 3 days in office and 2 days working from home.
What’s in it for me? As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
As a Client Administrator, your responsibilities will include among others:
- Working closely with the aligned Financial Planners to deliver excellent client outcomes.
- Build relationships with clients and maintain regular contact.
- 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).
- Maintain back-office systems and client records in line with the company policies.
Qualifications: To be successful in this role, you should have:
- Experience working within Financial Planning Administration.
- Strong knowledge of financial products.
- An ambition to build a career within a financial services firm, with a willingness to learn and develop.
- A strong ethic of client service.
- Strong communication skills with an ability to build relationships.
- The ability to fully plan workload and display excellent organisational skills.
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 Nottingham employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a supportive and inclusive work environment in Nottingham where employees can thrive both personally and professionally. With a strong focus on continuous development through structured training programmes and collaboration with experienced professionals, we empower our Client Administrators to build meaningful relationships with clients while enjoying a generous benefits package that includes private medical insurance and a flexible working pattern post-probation.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Nottingham
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, especially those at Evelyn Partners. A friendly chat can open doors and give you insights that a job description just can't.
✨Tip Number 2
Prepare for interviews by practising common questions related to client administration and financial services. We recommend role-playing with a friend or using online resources to boost your confidence.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed workloads or improved processes in previous roles. This will highlight your fit for the Client Administrator position.
✨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 our team at Evelyn Partners.
We think you need these skills to ace Client Administrator in Nottingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Administrator role. Highlight your experience in financial planning administration and any relevant skills that match 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 joining Evelyn Partners and how you can contribute to our team. Be sure to mention your strong client service ethic and communication skills.
Showcase Your Organisational Skills:In your application, give examples of how you’ve successfully managed workloads and maintained records in previous roles. We love to see candidates who can demonstrate excellent organisational skills, as this is key for the Client Administrator position.
Apply Through Our Website:We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Client Service Skills
Prepare examples from your past experiences where you've excelled in client service. This could be a time when you resolved a client's issue or built a strong relationship. Highlighting these skills will resonate well with the team at Evelyn Partners.
✨Demonstrate Organisational Skills
Since the role involves maintaining back-office systems and client records, be ready to discuss how you manage your workload. Share specific strategies or tools you use to stay organised and efficient.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, training opportunities, or how they measure success in the role. This shows your genuine interest in the position and the company.
