Financial Planning Assistant

1 month 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 range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Our Mission

We believe that everyone deserves access to good advice, regardless of their financial situation. Our mission is to provide an award-winning service for our clients by employing the best people.

Job Description

Client Administrator – Financial Planning

Key Responsibilities

  • Provide full administrative support to Financial Planners
  • Build relationships with clients to deliver a positive and sleek client experience
  • Assist with client onboarding and data management
  • Support 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
  • Strong ethic of client service
  • Strong (verbal and written) communication skills
  • Ability to fully plan workload and display excellent organisational skills

What We Offer

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

About Us

We are proud to value the differences that a diverse workforce brings. At Evelyn Partners, we have a wide range of employee resource groups and are committed to providing a workspace where all colleagues feel respected and supported.

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