Job Description
Company DescriptionEvelyn 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: andJob DescriptionClient Administrator – Financial PlanningWhat will you be doing?We’re seeking an ambitious individual to join our Financial Planning team in Cambridge, 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’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 personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.This is a hybrid working role with a requirement to be in the office 3 days per week after probationAs a Client Administrator, your responsibilities will include among others:To work closely with the aligned Financial Planners to deliver excellent client outcomes.To 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.Preparation of meeting packs and valuations (as required)Assist investment managers in the preparation of new business pitches and presentationsMaintain back-office systems and client records in line with the company policies.QualificationsTo be successful in this role, you shouldExperience of a minimum of 6 months - 12 months within AdministrationAn ambition to build a career within financial services firm, with a willingness to learn and developA strong ethic of client service.Strong (verbal and written) communication skills with an ability to build relationshipsThe ability to fully plan workload and display excellent organisational skills.Ability to use judgement and reasoning to propose solutions to problems.Knowledge of Investments, Pensions and Life Assurance preferredAdditional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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.Evelyn Partners
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