Financial Planning Assistant

4 weeks ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive.

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

Our Mission

We aim to provide an award-winning service for our clients by employing the best people. Our mission is to place the power of good advice into more hands, making it accessible to everyone, regardless of their financial situation.

Our Values

We are driven by our core values of Personal, Partnership, and Performance. We offer advice based on a true understanding of our clients' needs, work collaboratively with them, and demonstrate a breadth and depth of expertise to deliver exceptional results.

Job Description

Client Administrator – Financial Planning

Key Responsibilities

  • Provide full administrative support to Financial Planners
  • Build relationships with clients to deliver a positive and seamless client experience
  • Assist with client onboarding and ongoing support
  • Contribute to the development of client relationships and business growth

Requirements

  • Proven experience working in the financial services industry
  • Ambition to build a career within a financial services firm, with a willingness to learn and develop
  • Strong ethic of client service
  • Strong (verbal and written) communication skills with an ability to build relationships
  • Ability to fully plan workload and display excellent organisational skills
  • Ability to use judgement and reasoning to propose solutions to problems
  • Knowledge of Investments, Pensions, and Life Assurance preferred

Benefits

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

Our Commitment to Diversity and Inclusion

We value the differences that a diverse workforce brings and are committed to providing a workspace where all colleagues feel respected and valued. We welcome applications from individuals of all backgrounds and identities.

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