Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of:Personal,offering advice based on a true understanding of what matters to our clients;Partnership, working with our clients in a joined-up, collaborative way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
We’re seeking an ambitious individual to join our Client Admin Financial Planning team in Birmingham, 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.
This is a hybrid working role with a requirement to be in the office 3 days per week.
As a Client Administrator, your responsibilities will include among others:
* To work closely with the aligned Financial Planners to deliverexcellent 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)
* Assist investment managers in the preparation of new business pitches and presentations
* Maintain back-office systems and client records in line with the company policies.
Qualifications
To be successful in this role, you should have:
* Maths and English Grade C or above or equivalent
* Previous experience in a clientadministrative role supporting financial advisers/ planners
* Proven experience working in the financial services industry
* A strong ethic of client service.
* Strong (verbal and written) communication skills with an ability to build relationships
* The ability to fully plan workload and display excellent organisational skills.
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