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? To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards. Some of your responsibilities will be to: Work closely with the aligned Financial Planners to deliver excellent client outcomes. Build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with company policies. Request policy information from third-party policy providers if applicable. 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. Qualifications
To be successful in this role, you should have: Proven experience working in the financial services industry. A strong ethic of client service. Ability to work under pressure and prioritize work. Excellent communication skills, both written and verbal, influencing and organizational skills. 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 organization. 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 your needs throughout the application process. Please let your Recruiter know.
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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? To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards. Some of your responsibilities will be to: Work closely with the aligned Financial Planners to deliver excellent client outcomes. Build relationships with clients and maintain regular contact. Maintain back-office systems and client records in line with company policies. Request policy information from third-party policy providers if applicable. 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. Qualifications
To be successful in this role, you should have: Proven experience working in the financial services industry. A strong ethic of client service. Ability to work under pressure and prioritize work. Excellent communication skills, both written and verbal, influencing and organizational skills. 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 organization. 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 your needs throughout the application process. Please let your Recruiter know.
#J-18808-Ljbffr
