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.
Job DescriptionWhat will you be doing?
The Client Administrator will join our Financial Planning team, in which 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 programme 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.
Working pattern: This role will have a requirement of full time office attendance for the first initial 6 months over the probation period, after successful completion, this will move to a hybrid pattern of 3 days in office and 2 days working from home.
As a Client Administrator, your responsibilities will include among others:
- Working 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 the company policies
To be successful in this role, you should:
- Previous experience working within Financial Planning Client Administration is essential
- Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
- An ambition to build a career within financial services firm, with a willingness to learn and develop
- A strong ethic of client service
- Strong communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills
As a colleague here at Evelyn Partners, you will have access to benefits that 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
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.
Skills Required
- Previous experience working within Financial Planning Client Administration
- Strong knowledge of financial products, including ISAs, SIPPs, pensions, and investments
- Ambition to build a career within financial services and willingness to learn and develop
- Strong client service ethic
- Strong communication skills and ability to build relationships
- Ability to plan workload fully and demonstrate excellent organizational skills
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
