At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and Investment Managers.
- Company: Join Evelyn Partners, a leader in UK wealth management.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday package.
- Other info: Embrace a hybrid working model and be part of our diverse community.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in client service and supporting financial professionals is a plus.
The predicted salary is between 60000 - 75000 £ 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. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
To provide full administrative support to Financial Planners and Investment Managers, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards. To work closely with the aligned Financial Planners and Investment Managers to deliver excellent client outcomes.
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 such as scripts, transfers, corporate actions, and static data changes, where applicable.
- Experience of supporting Senior Management/Financial Advisors/Investment Managers
- Experience of providing end to end support
- A strong ethic of client service
Benefits 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
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.
Remote IFA Client Administrator in Cambridge employer: Grabjobs
Evelyn Partners stands out as an exceptional employer, offering a supportive and inclusive work culture that prioritises employee well-being and professional growth. With a competitive salary, comprehensive benefits including private medical insurance and generous holiday packages, employees are empowered to thrive in their roles while enjoying a hybrid working model. The company's commitment to diversity, equity, and inclusion initiatives further enhances the workplace environment, making it an ideal choice for those seeking meaningful and rewarding employment in wealth management.
