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About the Role

We are building a network of talented professionals for future opportunities across our business. While this is not a live vacancy, we encourage you to register your interest and join our talent pool. If a role becomes available that aligns with your experience and career aspirations, we will be delighted to contact you.

Responsibilities

• Provide full administrative support to Financial Planners.
• Build relationships with clients to deliver a positive and sleek client experience.
• Work closely with the aligned Financial Planners and to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities.
• Preparation of meeting packs and valuations (as required).
• Maintain back-office systems and client records in line with the company policies.

Requirements

• Proven experience working within Financial Planning / Wealth Management is essential.
• Experience working within a client support / financial planner support role is essential.
• An ambition to build a career within financial services firm, with a willingness to learn and develop.
• A strong ethic of client service.
• The ability to fully plan workload and display excellent organisational skills.

Skills

• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• Strong (verbal and written) communication skills with an ability to build relationships.

Location

• London

Work Type

• Full-time
• Hybrid

Salary/Compensations

• Competitive salary

Benefits

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

About the Company

• 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.

Equal Opportunity

• 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 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.