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For Companies At a Glance
- Tasks: Support financial planners and ensure client satisfaction through excellent communication.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday package.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: National 5 in Maths and English, plus previous admin experience in financial services.
- Other info: Hybrid working model after probation and a commitment to diversity and inclusion.
The predicted salary is between 28800 - 43200 £ 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 Description
We’re seeking an ambitious individual to join our Financial Planning team in Edinburgh, which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards. This role will have a full-time office requirement for the first 6 months over probation, then after successful review will move to a hybrid model of 3 days in office and 2 days working from home.
As a Client Administrator, your responsibilities will include among others:
- Serve as the primary point of contact for client enquiries, demonstrating excellent communication skills and a friendly demeanour.
- Provide comprehensive administrative support to financial planners, including scheduling and coordinating client meetings.
- Prepare and process client documentation, ensuring accuracy and compliance with regulatory requirements while updating and maintaining CRM system with precise and timely information.
- Manage client onboarding processes, including preparing meeting packs and processing Letters of Authority.
- Prepare client reports and handle withdrawal and drawdown requests efficiently.
- Support the financial planning team in various administrative tasks to enhance overall productivity and client satisfaction.
Qualifications
- National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE).
- Previous administrative experience working within financial services.
- Excellent organisational skills with the ability to prioritise tasks and manage time effectively.
- Outstanding communication skills.
- Understanding of financial planning and wealth management processes/products.
- Adaptability and willingness to learn in a dynamic financial services environment.
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 dependant).
- 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 Stoke-on-Trent employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator in Stoke-on-Trent
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, 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 the interview by knowing your stuff! Research Evelyn Partners, their values, and how they support clients. Show us you’re not just another candidate but someone who genuinely cares about helping clients achieve their goals.
✨Tip Number 3
Practice your communication skills! As a Client Administrator, you'll be the first point of contact for clients. Role-play with a friend or family member to nail down your friendly demeanour and clear communication style.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining our team at Evelyn Partners.
We think you need these skills to ace Client Administrator in Stoke-on-Trent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Administrator role. Highlight any relevant administrative experience and skills that match what we’re looking for, like communication and organisational abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial services and how your background makes you a great fit for our team at Evelyn Partners.
Showcase Your Skills: Don’t just list your qualifications; show us how you’ve used them in real-life situations. Whether it’s managing client enquiries or preparing documentation, give us examples that demonstrate your capabilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently, plus you’ll find all the details you need about the role there!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Familiarise yourself with Evelyn Partners and their approach to wealth management. Understand their values and how they place the power of good advice into more hands. This will help you align your answers with their mission during the interview.
✨Show Off Your Communication Skills
As a Client Administrator, you'll be the primary point of contact for clients. Practice articulating your thoughts clearly and confidently. Consider role-playing common client scenarios with a friend to enhance your communication skills and demonstrate your friendly demeanour.
✨Get Organised
Highlight your organisational skills by preparing a list of your past administrative experiences. Be ready to discuss how you prioritised tasks and managed time effectively in previous roles. This will show that you can handle the responsibilities of supporting financial planners efficiently.
✨Be Ready to Learn
Evelyn Partners values adaptability and a willingness to learn. Prepare examples of how you've adapted to new challenges in the past. Show enthusiasm for the financial services industry and express your eagerness to grow within the role and the company.