At a Glance
- Tasks: Join our Private Client team to manage trusts and deliver exceptional services.
- Company: Leading global provider of corporate and fiduciary services with a collaborative culture.
- Benefits: Gain exposure to complex structures and develop strong client relationships.
- Other info: Embrace our values: Ambitious, Agile, and Collaborative for success.
- Why this job: Grow your career while making a real impact in a dynamic environment.
- Qualifications: A-Level or degree educated, ideally pursuing a professional qualification.
The predicted salary is between 40500 - 49500 £ per year.
Join our Private Client team and play a key role in delivering exceptional trust and company administration services to an international portfolio of private clients. Working alongside experienced professionals, you will gain exposure to complex structures, develop strong client relationship skills, and build your expertise in a dynamic and collaborative environment. This is an excellent opportunity for someone looking to grow their career within a leading global provider of corporate and fiduciary services.
Main Responsibilities
- Manage a varied portfolio of trusts, companies and private wealth structures, delivering exceptional service to an international client base.
- Build strong client relationships and develop into a trusted adviser, working closely with experienced professionals across the business.
- Support a wide range of client transactions, governance activities and regulatory requirements, ensuring accuracy and compliance throughout.
- Collaborate with specialist teams across accounting, compliance and finance to deliver seamless, high-quality solutions for clients.
- Contribute to the continued success of the team by identifying opportunities to enhance client experience, mitigate risk and drive operational excellence.
Qualifications Knowledge, Skills and Experience
- A-Level or degree educated, ideally with (or working towards) a professional qualification such as CGI or STEP.
- Previous experience in trust and company administration, financial services, or a related professional services environment.
- A proactive, client-focused team player with strong communication skills, attention to detail and a solution-oriented mindset.
Additional Information
All staff are expected to embody our three core values. These values underpin everything that we do and reflect the skills and behaviours we all need to be successful.
- We are AMBITIOUS - We think and act globally, seizing every opportunity to support our clients and staff - wherever in the world they may be.
- We are AGILE - Our independence from any financial institution gives us the flexibility and freedom to keep things simple, efficient and effective.
- We are COLLABORATIVE - We take the time to understand our clients' needs so that we can deliver personalised solutions every time.
Equal Opportunities for Everyone. Please let us know if there’s anything we can do to make the process easier for you. We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.
Associate (Private Client) employer: Smart Recruiters
Evelyn Partners is an exceptional employer that prioritises employee well-being and professional growth, offering a competitive salary, private medical insurance, and a generous holiday package. Our inclusive work culture fosters diversity and collaboration, ensuring that all team members feel valued and supported in their roles. With opportunities for hybrid working and a commitment to continuous development, we empower our associates to build meaningful client relationships while achieving their career aspirations in the heart of the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Associate (Private Client)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Smart Recruiters. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Associate (Private Client)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Smart Recruiters.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Smart Recruiters's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Smart Recruiters
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Smart Recruiters.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Smart Recruiters will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Smart Recruiters employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
