Client Support Specialist

4 weeks ago

Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time
Job Overview

What will you be doing?

We are looking for a motivated individual to join our Financial Planning team. In this role, you will provide comprehensive administrative assistance to Financial Planners while fostering relationships with clients to ensure a seamless and positive client experience.

What’s in it for you?

As a Client Support Specialist at Evelyn Partners, you will receive support for both personal and professional growth. You will have access to a structured training program that offers Training & Competency oversight to enhance your development. We promote continuous professional advancement through ongoing education and qualifications, and you will have the chance to collaborate with a team of seasoned Investment Managers and Financial Advisers.

Your responsibilities will include, but are not limited to:

  • Collaborating closely with assigned Financial Planners to achieve outstanding client outcomes.
  • Establishing and maintaining relationships with clients through regular communication.
  • Coordinating with operational teams to provide support on various activities, such as scripts, transfers, corporate actions, and static data modifications.
  • Preparing meeting materials and valuations as necessary.
  • Assisting investment managers in creating new business proposals and presentations.
  • Maintaining back-office systems and client records in accordance with company policies.

Qualifications

To excel in this position, you should possess:

  • Demonstrated experience in the financial services sector, preferably within financial planning.
  • A desire to build a career in a financial services firm, coupled with a commitment to learning and development.
  • A strong client service ethic.
  • Progress towards an accredited Level 4 qualification is preferred but not mandatory.
  • Excellent verbal and written communication skills with the ability to foster relationships.
  • Strong organizational skills and the ability to effectively manage your workload.
  • The capacity to use judgment and reasoning to propose solutions to challenges.

Additional Information

As a member of Evelyn Partners, you will enjoy a range of benefits, including:

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contributions.
  • Hybrid working model (role dependent).
  • Generous holiday allowance.
  • Option to purchase additional holiday.
  • Shared parental leave.

We take pride in valuing the diversity that a varied workforce brings, reflecting our society and clientele. At Evelyn Partners, we actively support numerous employee resource groups and are committed to implementing various diversity, equity, and inclusion initiatives across the organization. We strive to create a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and empowered to reach their full potential in a safe, supportive, and inclusive environment.

We are happy to make reasonable adjustments to accommodate your needs throughout the application process. Please inform your Recruiter of any requirements.

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