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For Companies At a Glance
- Tasks: Support Financial Planners and enhance client experiences in a dynamic team.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on personal growth.
- Benefits: Enjoy private medical insurance, generous holidays, and professional development opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Previous admin experience and strong communication skills are essential.
- Other info: Hybrid working model with a supportive and inclusive workplace culture.
The predicted salary is between 30000 - 42000 £ per year.
Office Location: Southampton (Mountbatten House)
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 a talented individual to join our Financial Planning team in Southampton, which is responsible for providing full administrative support to Financial Planners, while additionally building relationships with clients to deliver a positive and sleek client experience.
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 program 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. This is a hybrid working role with a requirement to be in the office 3 days per week after probation. For the first 6 months it is a full time office based role.
As a Client Administrator, your responsibilities will include among others:
- Working closely with the aligned Financial Planners to deliver excellent client outcomes, build relationships and maintain regular contact.
- Onboarding clients/processing new business and Letters of authority, while additionally handling preparation of meeting packs and valuations (as required).
- Completing application forms and paperwork - Invoices & Withdrawals.
- Liaising with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
- Managing client queries including supporting and collaborating with Financial Planning team.
- Maintain back-office systems and client records in line with the company policies.
Qualifications
To be successful in this role, you should:
- Have previous administrative experience supporting Financial Planners/ Wealth professionals.
- A strong ethic of client service.
- Have experience in most of these financial products: ISAs/ Pensions/ SIPPS/ SSAS/ Offshore bonds.
- Have strong communication skills with an ability to build relationships.
- Possess 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 Southampton employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator in Southampton
✨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 knowing your stuff! Research Evelyn Partners, their values, and recent news. This shows you’re genuinely interested and helps you connect your skills to what they need.
✨Tip Number 3
Practice makes perfect! Get a friend to do a mock interview with you. Focus on common questions for Client Administrators and how your experience aligns with the role. Confidence is key!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It’s a nice touch that keeps you on their radar and shows your enthusiasm for the role.
We think you need these skills to ace Client Administrator in Southampton
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Administrator role. Highlight your previous experience supporting Financial Planners and any relevant financial products you've worked with. This shows us you understand what we're looking for!
Show Off Your Communication Skills: Since building relationships with clients is key, let your communication skills shine through in your application. Use clear and concise language, and maybe even share a brief example of how you've successfully managed client queries in the past.
Be Organised: Demonstrate your organisational skills by presenting your application neatly. A well-structured CV and cover letter can make a great first impression. We love seeing candidates who can plan their workload effectively!
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 shows us you're keen on joining our team at Evelyn Partners!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Make sure you brush up on your knowledge of ISAs, Pensions, SIPPs, SSAS, and Offshore bonds. Being able to discuss these products confidently will show that you understand the financial landscape and can support Financial Planners effectively.
✨Demonstrate Client Service Skills
Prepare examples from your past experience where you've gone above and beyond for clients. Evelyn Partners values a strong ethic of client service, so showcasing your ability to build relationships and deliver excellent outcomes will set you apart.
✨Organise Your Thoughts
Since the role requires excellent organisational skills, practice articulating how you manage your workload. You might want to share specific tools or methods you use to stay organised, as this will demonstrate your proactive approach to managing tasks.
✨Engage with the Team Spirit
Evelyn Partners emphasises teamwork, so be ready to discuss how you collaborate with others. Think of instances where you've worked closely with colleagues to achieve a common goal, as this will highlight your ability to fit into their passionate team culture.
