Assistant Client Administrator
Assistant Client Administrator
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Were seeking an ambitious individual who is starting out on their career journey to join our Financial Planning team in Nottingham. In this role youll provide administrative support to our Financial Planners and be the first point of contact for our clients so we will look to you to deliver a positive professional and sleek client experience.
Whats in it for me
As an Assistant Client Administrator at Evelyn Partners we will ensure you are fully supported and create development opportunities to enable you to grow personally and professionally. Youll have access to a fully structured training programme tailored to you. We also have a team of experienced Investment Managers and Financial Advisers who you will be able to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 4 days per week.
As an Assistant Client Administrator your responsibilities will include among others:
- 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 as required.
- 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.
Qualifications :
To be successful in this role you should have:
- National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE in England
- Previous experience in an administrative role
- Proven experience working in the financial services or professional services industry
- A strong ethic of client service.
- Studying towards an accredited Level 4 qualification preferred but not essential
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills.
Additional Information :
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 were 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.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
