Business Development Administrator - 12month FTC

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

Job summary

An established industry player in wealth management seeks a Business Development Administrator for a 12-month fixed-term contract. This role is pivotal in supporting the Business Development team, ensuring smooth operations and excellent client service. You will coordinate marketing efforts, manage client communications, and assist with event organisation. Join a passionate team dedicated to providing exceptional financial planning and investment management services, where your contributions will help clients navigate their financial futures with confidence. If you thrive in a collaborative environment and possess strong administrative skills, this opportunity could be your next career step.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Shared parental leave

Qualifications

• Experience in an Administrative, Secretarial, PA, or Account Manager role.
• Strong client/customer service ethic and interpersonal skills.

Responsibilities

• Prepare and update BD marketing collateral within strict deadlines.
• Manage and update the IFA distribution list and CRM systems.
• Organise and assist with hosting events and seminars.

Skills

Administrative skills

Client service ethic

Interpersonal skills

Attention to detail

Time management

Verbal communication

Written communication

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Education

Relevant qualification

Tools

CRM systems

Microsoft Office Suite

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, understanding our clients' needs, and 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 to clients, 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 during 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 needed.
• Coordinating diary 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 financial services (preferable).
• Strong client/customer service ethic.
• Ability to work well within teams and collaborate effectively.
• Strong interpersonal skills.
• Excellent attention to detail and time management skills.
• Effective verbal and written communication skills.
• Proficiency in Microsoft Word, Excel, and PowerPoint.

Employee Benefits

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package and option to purchase additional days
• Shared parental leave

At Evelyn Partners, we value diversity and are committed to creating an inclusive environment. We offer various initiatives and support to ensure all colleagues feel respected and can achieve their full potential.

We are happy to make reasonable adjustments throughout the application process. Please inform your Recruiter of any needs.