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- Tasks: Support Investment Managers and enhance client relationships for a seamless experience.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on personal growth.
- Benefits: Enjoy competitive salary, private medical insurance, and a hybrid working model.
- Other info: Inclusive workplace with diverse perspectives and excellent career development opportunities.
- Why this job: Make a real impact in financial services while developing your skills and career.
- Qualifications: Experience in financial services and strong client service skills are essential.
The predicted salary is between 36000 - 60000 £ per year.
This job is brought to you by Jobs/Redefined, the UK\’s leading over-50s age inclusive jobs board.
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
What will you be doing?
We\’re seeking an ambitious individual to join our Wealth Management team in London. You will be responsible for providing full administrative support to Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience. You will provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
What’s in it for me?
As a Senior 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, and we also have a team of experienced Investment Managers and Financial Advisers with whom you will have the opportunity to collaborate and learn from.
This is a hybrid working role with a requirement to be in the office 3 days per week.
As a Senior Client Administrator, your responsibilities will include among others:
- To work closely with the aligned Investment Managers to deliver excellent client outcomes and build relationships with clients, maintaining 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)
- 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.
Qualifications
To be successful in this role, you should:
- Substantial experience working in the financial services industry.
- A strong client service ethic.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
Desired:
- Studying towards an accredited Level 4 qualification preferred but not essential
- 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:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you\’ll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We\’re dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don\’t hesitate to discuss your needs with your recruiter.
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Senior Client Administrator employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching Evelyn Partners and their approach to client management. Understand their values and how they support their clients, so you can showcase how your experience aligns with their mission during the interview.
✨Tip Number 3
Practice your communication skills! As a Senior Client Administrator, you'll need to build strong relationships with clients. Role-play common scenarios with a friend to boost your confidence and refine your responses.
✨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 serious about joining the team at Evelyn Partners and ready to contribute to their success.
We think you need these skills to ace Senior Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Client Administrator role. Highlight your experience in financial services 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 the perfect fit for our team. Share specific examples of how you’ve provided excellent client service or managed administrative tasks effectively.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your communication skills. Keep it clear, concise, and professional, but don’t be afraid to let your personality shine through!
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 Stuff
Before the interview, make sure you understand the financial services industry and the specific role of a Senior Client Administrator. Familiarise yourself with Evelyn Partners' values and how they prioritise client relationships. This will help you demonstrate your knowledge and show that you're genuinely interested in the company.
✨Showcase Your Client Service Skills
Since this role heavily focuses on client interaction, prepare examples from your past experiences where you've excelled in client service. Think about times when you went above and beyond to ensure client satisfaction, as this will highlight your strong client service ethic.
✨Practice Your Communication
Excellent communication skills are key for this position. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend or family member to refine your verbal and non-verbal communication skills.
✨Prepare Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about the team dynamics, training opportunities, and how success is measured in the role. This shows your enthusiasm and helps you assess if the company is the right fit for you.