Client Experience Specialist – Wealth Planning (Hybrid)

Evelyn Partners; Greater London; Híbrido; GBP 26.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Descripción de la vacante

Evelyn Partners is seeking a Client Administrator to join our Client Admin Financial Planning team in London. You will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive, streamlined client experience.

This role is full-time in office with a 6-month probation, then a smart-working pattern of 3 days in office and 2 days at home. The successful candidate will have proven experience in Financial Planning / Wealth Management, strong

Formación

• Proven experience working within Financial Planning / Wealth Management is essential.
• Experience working within a client support / financial planner support role is essential.
• Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
• An ambition to build a career within financial services firm, with a willingness to learn and develop.
• A strong ethic of client service.
• Strong (verbal and written) communication skills with an ability to build relationships.
• The ability to fully plan workload and display excellent organisational skills.

Responsabilidades

• To work closely with the aligned Financial Planners and to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations (as required).
• Maintain back-office systems and client records in line with the company policies.

Conocimientos

Financial services experience

Client support

Communication skills

Descripción del empleo

Evelyn Partners is seeking a Client Administrator to join our Client Admin Financial Planning team in London. You will provide full administrative support to Financial Planners and build relationships with clients to deliver a positive, streamlined client experience.

This role is full-time in office with a 6-month probation, then a smart-working pattern of 3 days in office and 2 days at home. The successful candidate will have proven experience in Financial Planning / Wealth Management, strong