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What will you be doing?
We’re seeking an ambitious individual to join our Financial Planning team in Bristol. 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 in personal development. We encourage continuous professional development via ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.
This is a hybrid working role with a requirement to be in the office 3 days per week after full-time employment throughout probation.
Responsibilities include:
* Work closely with the aligned Financial Planners to deliver excellent client outcomes.
* Build relationships with clients and maintain regular contact.
* Liaise with operational teams for activities support, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
* Prepare meeting packs and valuations as required.
* Assist investment managers in preparing new business pitches and presentations.
* Maintain back-office systems and client records in line with company policies.
Qualifications and Skills
To be successful, you should have:
* Proven experience in the financial services industry.
* An ambition 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 an ability to build relationships.
* Excellent organisational skills to fully plan workload.
* Judgement and reasoning skills to propose solutions to problems.
* Knowledge of Investments, Pensions, and Life Assurance is preferred.
Additional Benefits
As a colleague at Evelyn Partners, you will have access to benefits including:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependent)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
We value diversity and are committed to creating an inclusive environment. We welcome any reasonable adjustments to support your application process. Please inform your Recruiter of your needs.
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