Business Development Administrator - 12month FTC

Evelyn Partners Limited; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Business Development Administrator for a 12-month fixed-term contract. This role is pivotal in supporting the Business Development team by managing marketing materials, coordinating schedules, and ensuring seamless operations. You will play a vital role in enhancing client interactions and supporting the sales team’s efforts. With a focus on delivering exceptional service, this position offers a unique opportunity to contribute to a dynamic team dedicated to client success. If you are detail-oriented, possess strong communication skills, and thrive in a collaborative environment, this role is perfect for you.

Benefits

Private Medical Insurance

Life Assurance

Pension Contributions

Generous Holiday Package

Option to Purchase Additional Holidays

Shared Parental Leave

Qualifications

• Experience in Administrative or Secretarial roles, preferably in financial services.
• Strong client service ethic and ability to collaborate effectively.

Responsibilities

• Prepare and update BD marketing collateral and manage IFA distribution lists.
• Coordinate diary management and assist with hosting events and seminars.

Skills

Administrative Experience

Client Service Skills

Interpersonal Skills

Time Management

Communication Skills

Education

Relevant Qualification

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

CRM Systems

Job description

Business Development Administrator - 12month FTC

• Contract
• Office Location: London

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 guided by our purpose: placing the power of good advice into more hands. We strive to understand our clients' needs and what matters most to them, helping them make significant decisions with confidence, providing strong foundations for the future, and guiding them towards their goals.

This role is a Fixed Term Contract for 12 months.

To support and coordinate the Business Development (BD) team, working as part of a dedicated Sales Support team that delivers excellent service. Activities focus on delivering high-quality service to our clients, including introducers and IFAs, ensuring the smooth operation of the BD teams – UK IFA, International IFA, and Professional Connections.

Key Responsibilities

• Preparing and updating BD marketing collateral such as factsheets, presentations, and proposals within strict deadlines, and coordinating team efforts to cover absences.
• Managing and updating the IFA distribution list.
• Updating the BD intranet, website pages, and CRM systems.
• Creating and updating client PowerPoint presentations and documents as required.
• Coordinating diary management for appointments and meetings for the BD Team Heads.
• Organising and assisting with the hosting of events and seminars.

Skills, Experience & Qualifications

• Relevant qualification (desirable).
• Experience in an Administrative, Secretarial, PA, or Account Manager role.
• Previous experience in the financial services industry (preferable).
• Strong client/customer service ethic.
• Ability to work well within teams, collaborating for the best outcomes.
• Strong interpersonal skills.
• Excellent attention to detail and effective time management.
• Effective verbal and written communication skills.
• Proficiency in Microsoft Office packages, especially Word, Excel, and PowerPoint.

Benefits

As a colleague at Evelyn Partners, you will have access to benefits including:

• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday package
• Option to purchase additional holidays
• Shared parental leave

We value diversity and are committed to creating an inclusive environment where all colleagues feel respected and supported to achieve their full potential. We offer various diversity, equity, and inclusion initiatives and are happy to make reasonable adjustments during the application process. Please inform your Recruiter of any needs.