Company Description
For over 180 years,
Evelyn Partners
has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. Job Description
What will you be doing? This is a great opportunity for someone looking to expand their career further within financial planning. We're looking for someone to join our Client Administrative team in Manchester who will provide ongoing administrative support to 2-3 Financial Planners while building strong relationships with their clients and delivering an excellent 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, and you will have the opportunity to collaborate with and learn from our team of experienced Investment Managers and Financial Advisers. As a Client Administrator, your responsibilities will include: Working closely with the aligned Financial Planners to deliver excellent client outcomes. Building relationships with clients and maintaining regular contact. Liaising with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes, where applicable). Preparation of meeting packs and valuations (as required). Maintaining back-office systems and client records in line with the company policies. Qualifications
To be successful in this role, you should: Have previous experience working within financial planning administration. Have experience of client engagement. Have an ambition to build a career within a financial services firm, with a willingness to learn and develop. Possess a strong ethic of client service. Be studying towards an accredited Level 4 qualification (preferred but not essential). Exhibit strong verbal and written communication skills with an ability to build relationships. Demonstrate the ability to fully plan workload and display excellent organisational skills. Have the ability to use judgment and reasoning to propose solutions to problems. Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance. Life assurance. Pension contribution. Generous holiday package. Option to purchase additional holiday. 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 can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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For over 180 years,
Evelyn Partners
has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. Job Description
What will you be doing? This is a great opportunity for someone looking to expand their career further within financial planning. We're looking for someone to join our Client Administrative team in Manchester who will provide ongoing administrative support to 2-3 Financial Planners while building strong relationships with their clients and delivering an excellent 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, and you will have the opportunity to collaborate with and learn from our team of experienced Investment Managers and Financial Advisers. As a Client Administrator, your responsibilities will include: Working closely with the aligned Financial Planners to deliver excellent client outcomes. Building relationships with clients and maintaining regular contact. Liaising with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes, where applicable). Preparation of meeting packs and valuations (as required). Maintaining back-office systems and client records in line with the company policies. Qualifications
To be successful in this role, you should: Have previous experience working within financial planning administration. Have experience of client engagement. Have an ambition to build a career within a financial services firm, with a willingness to learn and develop. Possess a strong ethic of client service. Be studying towards an accredited Level 4 qualification (preferred but not essential). Exhibit strong verbal and written communication skills with an ability to build relationships. Demonstrate the ability to fully plan workload and display excellent organisational skills. Have the ability to use judgment and reasoning to propose solutions to problems. Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance. Life assurance. Pension contribution. Generous holiday package. Option to purchase additional holiday. 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 can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
#J-18808-Ljbffr
