Overview
We’re seeking an ambitious individual to join our Financial Planning team in Liverpool. 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 will you be doing?
Your key responsibilities include:
* Work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes
* Build relationships with clients and maintain regular contact
* Liaise with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes, where applicable)
* Prepare meeting packs and valuations (as required)
* Assist investment managers in the preparation of new business pitches and presentations
* Maintain back-office systems and client records in line with company policies
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 with Training & Competency oversight to excel personal development. We encourage continuous professional development and provide opportunities to collaborate with experienced Investment Managers and Financial Advisers.
This is a hybrid role with a requirement to be in the office 3 days per week after probation.
Qualifications
To be successful in this role, you should:
* Have proven experience working in the wealth management industry
* Have experience providing support to Financial Advisors throughout the end-to-end process
* Have experience dealing with high-net-worth clients and the ability to use judgement and reasoning to propose solutions
* Have knowledge of financial products (e.g., ISAs, Pensions, GIA, Offshore and Onshore bonds)
* Demonstrate strong verbal and written communication skills with the ability to build relationships
* Be able to fully plan workload and display excellent organisational skills
Additional Information & Benefits
* 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 are proud to value the differences that a diverse workforce brings and are committed to an inclusive environment where all colleagues feel respected and can achieve their full potential. We can make reasonable adjustments to accommodate your needs throughout the application process.
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