Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description

WHAT WILL YOU BE DOING?

We’re seeking an ambitious individual to join our Financial Planning team in Liverpool. 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.

AS A CLIENT ADMINISTRATOR, YOUR RESPONSIBILITIES WILL INCLUDE AMONG OTHERS:

• To work closely with the aligned Financial Planners and/or Investment Managers 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 presentations
• Maintain back-office systems and client records in line with the company policies
  Qualifications

TO BE SUCCESSFUL IN THIS ROLE, YOU SHOULD

• Proven experience working in the wealth management industry
• Experience of providing support to Financial Advisors throughout end to end process
• Experience of dealing with HNW clients and an ability to use judgement and reasoning to propose solutions to problems
• Knowledge of financial products i.e. ISAs, Pensions, GIA, Offshore and Onshore bonds etc
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills
  Additional Information