Administrative Associate
3 days ago
Welcome to Evelyn Partners
We are a leading force in UK wealth management and professional services, dedicated to making expert financial guidance accessible to all. Our legacy spans over 180 years, built on a commitment to helping individuals and businesses achieve their financial aspirations.
About the Role
We are seeking an experienced individual to join our Financial Planning team in Glasgow. As an Administrative Associate - Financial Planning, you will provide critical support to Financial Planners, building relationships with clients to deliver exceptional experiences. This hybrid working role requires being in the office 3 days per week.
Your Key Responsibilities
- Support Financial Planners in delivering outstanding client outcomes.
- Maintain regular contact with clients to build strong relationships.
- Liaise with operational teams for activities such as scripts, transfers, corporate actions, and static data changes.
- Ensure back-office systems and client records align with company policies.
Our Benefits Package
- A competitive estimated salary of £26,000 - £32,000 per annum.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
Requirements
- National 5 (N5) Grade C in Maths and English or above, equivalent to GCSE in England.
- Previous experience in an administrative role supporting financial advisors.
- Proven experience working in the financial planning industry.
- A strong ethic of client service.
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