At a Glance
- Tasks: Support Financial Planners and Investment Managers to deliver top-notch client outcomes.
- Company: Join a diverse and inclusive team at Evelyn Partners.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday package.
- Other info: Hybrid working model and commitment to diversity and inclusion.
- Why this job: Make a real difference in clients' financial journeys while growing your career.
- Qualifications: 2-5 years in wealth management with strong client service skills.
The predicted salary is between 30000 - 40000 £ per year.
- To work closely with the aligned Financial Planners and Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain 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)
- Proven experience working within wealth management- ideally 2 to 5 years' experience.
- Experience of supporting Senior Management/ Financial Advisors/ Investment Managers
- Experience of providing end to end support
- A strong ethic of client service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal, influencing and organisational skills.
- 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.
