Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?

We're seeking an ambitious individual to join our Client Administration team in Bracknell, you will be responsible for providing administration support to the Client Administration team who support Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What’s in it for me? 

As an Assistant Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

Key Responsibilities

• To support the Client Administration team in the delivery of administration activities ensuring work is delivered to a high standard and in a timely manner.
• Responsible for organising client review meetings and preparing meeting packs and required valuations.
• Responsible for post and other front office activities where required.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• To collaborate and share best practices with colleagues.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.

To be successful in this role, you should:

• Demonstrate an ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong client service ethic  
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal, influencing and organisational skills
• Ability to use judgement and reasoning to propose solutions to problems

Skills, Experience & Qualifications

• Excellent client service skills.
• Proficient IT skills in core Microsoft Office systems.
• Ability to work independently and within a team
• Good communication skills both written and verbal.

Professional Qualifications and Education

• Excellent standard of education Ideally degree qualified but not essential.
• A desire to further develop and to undertake relevant examinations.

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• 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

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.