At a Glance
- Tasks: Support Financial Planners and enhance client experiences through effective administration.
- Company: Join Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent growth potential.
- Why this job: Kickstart your career in finance with hands-on experience and professional development opportunities.
- Qualifications: Experience in financial planning and strong communication skills are essential.
The predicted salary is between 30000 - 40000 £ 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.
What will you be doing?
The Client Administrator will join our Client Admin Financial Planning team in Manchester, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
What's in it for me?
As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
Hybrid working pattern
This role will require full time in office through probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.
Responsibilities
- To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
- To 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 the 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 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.
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 for your needs throughout the application process. Please let your Recruiter know.
Financial Planning Client Administrator in Manchester employer: SW Group
Evelyn Partners is an exceptional employer, renowned for its commitment to employee growth and a supportive work culture in the heart of Manchester. With a structured training programme and opportunities for continuous professional development, employees are empowered to excel in their careers while enjoying a hybrid working model that promotes work-life balance. The company's dedication to diversity, equity, and inclusion ensures a respectful and inclusive environment where every team member can thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Client Administrator in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning and wealth management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Evelyn Partners thoroughly. Understand their values and what they stand for. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! As a Client Administrator, you'll need to build relationships with clients. Role-play common scenarios with friends or family to boost your confidence and refine your approach.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Evelyn Partners. Let’s get you that dream job!
We think you need these skills to ace Financial Planning Client Administrator in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Client Administrator role. Highlight your relevant experience in financial planning and client support, and don’t forget to showcase your strong communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about joining Evelyn Partners and how your background aligns with our mission of providing excellent client outcomes.
Showcase Your Skills:In your application, be sure to mention your knowledge of financial products like ISAs and Pensions. We want to see that you have the skills to support our Financial Planners and deliver a sleek client experience.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our passionate team at Evelyn Partners!
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 what the job entails.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've built and maintained client relationships in the past. This is crucial for the Client Administrator role, so think of specific instances where you went above and beyond to ensure a positive client experience.
✨Demonstrate Organisational Skills
Be ready to talk about how you manage your workload and prioritise tasks. The interviewers will want to see that you can handle multiple responsibilities while maintaining attention to detail, so have some strategies in mind to share.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, training opportunities, and team dynamics. This not only shows your interest in the role but also helps you determine if Evelyn Partners is the right fit for you.
