Financial Planning Assistant

2 months 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 a rich history of helping individuals and businesses thrive.

We offer a comprehensive range of financial and professional services to our clients, and we're committed to delivering exceptional results through our core values of Personal, Partnership, and Performance.

Job Summary

We're seeking an ambitious and detail-oriented individual to join our Financial Planning team in Cambridge as a Client Administrator. As a key member of our team, you'll provide administrative support to our Financial Planners and build strong relationships with clients to deliver a seamless and positive experience.

Key Responsibilities

  • Provide administrative support to Financial Planners, including data entry, document preparation, and record-keeping.
  • Build and maintain strong relationships with clients to understand their needs and preferences.
  • Assist with client onboarding, including setting up new accounts and processing transactions.
  • Contribute to the development of client relationships and identify opportunities for growth and improvement.
  • Collaborate with the Financial Planning team to ensure seamless delivery of services and high-quality client outcomes.

Requirements

  • Proven experience working in the financial services industry, preferably in a client-facing role.
  • A strong ethic of client service and a willingness to learn and develop.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
  • Able to use judgment and reasoning to propose solutions to problems and improve processes.

What We Offer

  • A competitive salary and benefits package, including private medical insurance, life assurance, and pension contribution.
  • A hybrid working model, with a requirement to be in the office 3 days per week after probation.
  • Opportunities for professional development and growth, including training and qualifications.
  • A collaborative and supportive work environment, with a diverse and inclusive team.

How to Apply

If you're a motivated and detail-oriented individual with a passion for delivering exceptional client service, we'd love to hear from you. Please submit your application, including your resume and a cover letter, to [insert contact information].

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