Job Description
Job Purpose
To provide administration support to the Client Administration team who support Financial Planners and/ or Investment Managers. This is a great opportunity for someone looking to expand their career further into financial services.
This role will be full time in the office 5 days per week Monday to Friday
Key Responsibilities
* To support the Client Administration team in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner.
* Responsible for organising client review meetings
* Responsible for post and other front office activities
* Handling telephone calls with clients effectively
* Ordering office stationery
* General housekeeping
* Ad-hoc general administration
Qualifications
To be successful in this role, you should have:
* GCSE grade 9-4 (A-C) in English and Maths are required, degree qualified is desirable
* Experience within a front office/ administrative role
* Excellent communication skills both written and verbal
* Ability to work under pressure and prioritise work
Hours of work: Full Time in office 9-5pm Monday to Friday
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.