Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: and
Job Description
Providing full administrative support to Southampton's professional services team.
Key Responsibilities :
1. General administration duties to the PS teams
2. Onboarding new clients
3. Formatting Word documents, PowerPoint presentations plus other standard documents
4. Arranging appointments, meetings and lunches
5. Booking travel and accommodation
6. Various adhoc admin tasks
7. Providing support to BD/Marketing including event organisation
Qualifications
Key Skills and Experience
8. Educated to GCSE level or equivalent
9. Relevant experience within a professional services environment
10. Strong interpersonal skills
11. Excellent communication skills, both verbal and written, and strong attention to detail
12. Excellent administration skills, including advanced ability in Word, Excel, PowerPoint, MS Teams and Outlook
13. Understanding the need for working discreetly and maintaining confidentiality
14. Ability to problem solve and work independently as required
15. Ability to prioritise and work well using initiative
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.