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- Tasks: Support Financial Planners and enhance client experiences in a dynamic team.
- Company: Join Evelyn Partners, a leader in financial services with a focus on diversity.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday package.
- Other info: Hybrid working model and opportunities for personal and professional growth.
- Why this job: Kickstart your career in finance while learning from experienced professionals.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
The Client Administrator will join our Client Admin Financial Planning team in London, responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive client experience.
Hybrid working pattern: This role will require full time in office through the probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.
Responsibilities:
- Work closely with the aligned Financial Planners to deliver excellent client outcomes.
- Build relationships with clients and maintain regular contact.
- 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).
- Maintain back-office systems and client records in line with company policies.
Qualifications:
- Proven experience working within Financial Planning / Wealth Management is essential.
- Experience working within a client support / financial planner support role is essential.
- Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
- An ambition to build a career within a financial services firm, with a willingness to learn and develop.
- A strong ethic of client service.
- Studying towards an accredited Level 4 qualification preferred but not essential.
- Strong (verbal and written) communication skills with an ability to build relationships.
- The ability to fully plan workload and display excellent organisational skills.
Career Development:
As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, with access to a structured training program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will have the opportunity to collaborate with and learn from experienced Investment Managers and Financial Advisers.
Benefits:
- 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 your needs throughout the application process. Please let your Recruiter know.
Financial Planning Client Administrator in London employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Client Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Client Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planning roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your skills effectively.
✨Tip Number 3
Show off your personality! When you get the chance to meet potential employers, be yourself and let your passion for client service shine through. Building relationships is key in this role, so make sure they see how you connect with people.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and eager to join our team at Evelyn Partners.
We think you need these skills to ace Financial Planning Client Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Client Administrator role. Highlight your experience in financial planning and client support, and don’t forget to mention any relevant qualifications or skills that match the job description.
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 the team. Keep it concise but engaging, and let your personality come through.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your written application reflects that. Use clear and professional language, and double-check for any typos or grammatical errors. We want to see your attention to detail!
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 info you need about the role and our company culture there!
How to prepare for a job interview at SW Group
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like ISAs, SIPPs, and Pensions. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained client relationships in the past. This is key for the role, so think of specific instances where you delivered excellent client service or resolved issues effectively.
✨Organise Your Thoughts
Since the role involves a lot of administrative tasks, demonstrate your organisational skills during the interview. You could even bring a planner or a list of how you prioritise tasks to show your approach to workload management.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, training opportunities, and the hybrid working model. This not only shows your interest but also helps you gauge if the company is the right fit for you.