Client Administration Specialist
22 hours ago
Evelyn Partners Fund Solutions Limited, a leading integrated wealth management and professional services group, offers an exciting opportunity for an ambitious individual to join our Client Administration team in Bracknell. As a key member of the team, you will provide full administrative support to 2-3 Financial Planners, building relationships with clients to deliver exceptional client experiences.
About Evelyn PartnersWith over 186 years of experience, we have established ourselves as the UK's leading integrated wealth management and professional services group. Our award-winning service is driven by our core values: Personal, offering advice based on a true understanding of what matters to our clients; Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Job DescriptionThis role involves working closely with aligned Financial Planners to deliver excellent client outcomes, maintaining regular contact with clients, and collaborating with operational teams. You will also assist investment managers in preparing new business pitches and presentations, ensuring that back-office systems and client records are up-to-date and compliant with company policies.
Requirements- A proven track record of working in the financial services industry, preferably within financial planning.
- A strong ambition to build a career within a financial services firm, with a willingness to learn and develop.
- A strong ethic of client service, with the ability to maintain relationships with clients and deliver a positive experience.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
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