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We’re seeking an ambitious individual to join our Financial Planning team in Manchester. 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.
Job Description
What will you be doing?
We’re seeking an ambitious individual to join our Financial Planning team in Manchester. 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.
Qualifications
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 our 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 probation.
Responsibilities
* Work closely with Financial Planners and/or Investment Managers to deliver excellent client outcomes.
* Build relationships with clients and maintain regular contact.
* Liaise with operational teams for support activities such as 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.
Skills and Experience
To be successful in this role, you should
* Have proven experience working in the wealth management industry.
* Have experience supporting Financial Advisors through end-to-end processes.
* Have experience dealing with HNW clients.
* Possess knowledge of financial products such as ISAs, Pensions, GIA, Offshore and Onshore bonds.
* Have strong verbal and written communication skills and the ability to build relationships.
* Be able to plan workload effectively and display excellent organizational skills.
* Use judgment and reasoning to propose solutions to problems.
Additional Information
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 an inclusive environment. We offer reasonable adjustments during the application process upon request.
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