For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
Job Description
You will be supporting 1-2 Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Some of your responsibilities will be to:
* To work closely with the aligned Investment Managers to deliver excellent client outcomes.
* To build relationships with clients and maintain regular contact.
* Maintain back-office systems and client records in line with the company policies.
* Request policy information from third party policy providers if applicable.
* 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
Qualifications
To be successful in this role, you should have:
* Proven experience working within wealth management
* Experience of supporting Investment Managers
* Experience of providing end to end support
* A strong ethic of client service.
* Ability to work under pressure and to prioritise work.
* Excellent communication skills both written and verbal, influencing and organisational skills.
* Ability to use judgement and reasoning to propose solutions to problems.
Additional Information
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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.