* Office Location: Manchester (Spinningfields)
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.
Job Description
We're seeking an ambitious individual to join our Client Admin Financial Planning team in either Manchester, Liverpool, or Knutsford office. The successful candidate 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, with access to a structured training programme 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 our team of experienced Investment Managers and Financial Advisers.
The role will initially require full-time in the office during training and implementation, then will move to a hybrid pattern of 3 days in the office and 2 days working from home after probation.
As a Client Administrator, your responsibilities will include:
* Working closely with the aligned Financial Planners to deliver excellent client outcomes.
* Building relationships with clients and maintaining regular contact.
* Liaising with operational teams to provide support on activities (e.g., scripts, transfers, corporate actions, static data changes, where applicable).
* Preparation of meeting packs and valuations as required.
* Maintaining back-office systems and client records in line with company policies.
* Encouraging client use of the portal and other digital tools, providing guidance where required.
* Collaborating and sharing best practices with colleagues.
Qualifications
To be successful in this role, you should have:
* Proven experience working within Financial Planning / Wealth Management.
* Experience in a client support / financial planner support role.
* Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds, etc.
* A desire 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 is preferred but not essential.
* Strong verbal and written communication skills with the ability to build relationships.
* Excellent organisational skills and the ability to plan workload effectively.
Additional Information
As a colleague at Evelyn Partners, you will have access to benefits that include:
* Private medical insurance
* Life assurance
* Pension contribution
* 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 can achieve their full potential 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.
#J-18808-Ljbffr