Financial Planning Team Assistant

3 weeks ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.

We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Our core values of Personal and Performance drive an exceptional track record of growth and innovation.

We have created an exciting opportunity for an ambitious individual to join our Financial Planning team in Bracknell. As a Client Administrator, you will be responsible for providing full administrative support to 2 Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

You will be supported to grow personally and professionally, with access to a structured training programme offering Training & Competency oversight to excel in personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.

Key Responsibilities
  • Working closely with the aligned Financial Planners to deliver excellent client outcomes.
  • Building relationships with clients and maintaining regular contact.
  • Liaising with operational teams where support is provided on activities, e.g., scripts, transfers, corporate actions, static data changes, where applicable.
  • Maintaining back-office systems and client records in line with the company policies.
Requirements
  • Proven experience working in the financial services industry focusing on investment and/or pension products.
  • An ambition to build a career within a financial services firm, with a willingness to learn and develop.
  • A strong ethic of client service.
Benefits
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

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.



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