Job Title

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, guided by our purpose – placing the power of good advice into more hands. We strive to understand our clients' needs and what matters most to them, helping them make significant decisions with confidence, providing strong foundations for the future, and guiding them towards their goals.Job Description We are seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing comprehensive administrative support to Financial Planners and building relationships with clients to ensure a positive and seamless client experience.What's in it for me? As a Client Administrator at Evelyn Partners, you will be supported in your personal and professional growth through a structured training programme with Training & Competency oversight. We encourage ongoing professional development through studying and qualifications. You will also have the opportunity to collaborate with and learn from our experienced Investment Managers and Financial Advisers.This role offers a hybrid working arrangement, requiring presence in the office three days per week.ResponsibilitiesSupport Financial Advisors in administrative activities, ensuring high standards and timeliness.Organise client review meetings, prepare meeting packs, and gather required valuations.Handle post and other front office activities as needed.Collaborate and share best practices with colleagues.Identify and report risks, breaches, or errors, ensuring they are logged and mitigated.Qualifications To succeed in this role, you should have:National 5 (N5) Grade C in Maths and English or equivalent to GCSE in England.Previous administrative experience.Experience in financial or professional services.A strong client service ethic.Studying towards an accredited Level 4 qualification is preferred but not essential.Excellent verbal and written communication skills and relationship-building ability.Strong organisational skills and workload planning ability.Additional Benefits Our benefits include:Private medical insuranceLife assurancePension contributionsGenerous holiday package with options to purchase additional daysShared parental leaveWe value diversity and are committed to creating an inclusive environment where all colleagues feel respected and can achieve their full potential. We offer various employee resource groups and initiatives to support this commitment. We are also happy to make reasonable adjustments during the application process to accommodate your needs.#J-18808-Ljbffr