Evelyn Partners
Wealth Management
FinancialPlanningClientAdministrator
“Financial Planning Client Administrator at Evelyn Partners. Skills: Financial Planning, Client Administration, Wealth Management. Provide full administrative support to Financial Planners. Build relationships with clients”
What You'll Achieve.
Deliver excellent client outcomes
Industry & Context.
What They're Looking For.
Must Have
Proven experience working within Financial Planning / Wealth Management, Experience working within a client support / financial planner support role, Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds, An ambition to build a career within financial services firm, Willingness to learn and develop, A ethic of client service, Verbal and written communication skills, Ability to build relationships, Ability to fully plan workload, Excellent organisational skills
Nice to Have
Studying towards an accredited Level 4 qualification
What You'll Do.
Provide full administrative support to Financial Planners
Build relationships with clients
Deliver a positive and sleek client experience
Work closely with the aligned Financial Planners
Deliver excellent client outcomes
Maintain regular contact with clients
Liaise with operational teams
Prepare meeting packs
Maintain back-office systems
Maintain client records
How You'll Work.
Team & Collaboration
Collaborate with experienced Investment Managers; Collaborate with Financial Advisers
Communication Scope
Verbal communication; Written communication
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