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
What will you be doing?
We’re seeking an ambitious individual to join our Financial Planning team in Belfast. 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 after probation.
As a Client Administrator, your responsibilities will include among others:
1. To be currently or previously working for an IFA.
2. To be client facing / Onboarding clients
3. Completing application forms and paperwork / Processing new business
4. Preparing meeting packs/ Invoices / Withdrawals
5. Letters of authority / Client servicing/client queries
6. Have experience in ISAs/Pensions/SIPPS/SSAS/Offshore bonds
7. Work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes
8. Liaise with operational teams where support is provided on activities., scripts, transfers, corporate actions, static data changes, where applicable
9. Maintain back-office systems and client records in line with the company policies
Qualifications
To be successful in this role, you should
10. Proven experience working in the wealth management industry / working for an IFA
11. Experience of providing support to Financial Advisors throughout end to end process
12. Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems
13. Knowledge of financial products ISAs, Pensions, GIA, Offshore and Onshore bonds etc
14. Strong (verbal and written) communication skills with an ability to build relationships
15. The ability to fully plan workload and display excellent organisational skills
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
16. Competitive salary
17. Private medical insurance
18. Life assurance
19. Pension contribution
20. Hybrid working model (role dependant)
21. Generous holiday package
22. Option to purchase additional holiday
23. 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.