Holidays

Benefits

Wellbeing

Family

Large

Personal: 'we treat you as an individual'


Partnership: 'we go further together'

Performance: 'we strive for more'

At Evelyn Partners (formerly Tilney Smith & Williamson), their longstanding commitment has been to provide sound advice, empowering individuals and businesses to thrive. With nearly two centuries of experience, their mission is to democratise access to quality advice, ensuring it's available to all, regardless of financial status. As the UK's premier integrated wealth management and professional services group, they cater to diverse client needs, from individual wealth management to comprehensive business services. Through a personalised approach and deep understanding, they aim to support clients in achieving their most meaningful goals.

Finance

Evelyn Partners

Placing the power of good advice into more hands

Consulting

You should have Grade C in Maths and English (or equivalent), client admin experience in finance, strong communication skills, a client service ethic, and excellent organizational abilities.

You will support Financial Planners, maintain client relationships, prepare meeting materials, assist in business pitches, and ensure accurate back-office records.

People, HR & Administration

Banking & Finance

Birmingham

<p></p><div><div><h2 class="jobSectionHeader"><b>Company Description</b></h2></div><div><p>
Evelyn Partners is the UK&rsquo;s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.</p><p>
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they&rsquo;re at in their financial journey.</p><p>
An exceptional track record of growth and innovation is driven by our core values of: <i>Personal, </i>offering advice based on a true understanding of what matters to our clients; <i>Partnership</i>, working with our clients in a joined-up, collaborative way; and <i>Performance</i>, demonstrating a breadth and depth of advice expertise to deliver first-class results.</p></div></div><p></p>
<br><p></p><div><div><div><div><p>We&rsquo;re seeking an ambitious individual to join our Client Admin Financial Planning team in Birmingham, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.</p><p><b>
What&rsquo;s in it for me?
</b></p><p>As a 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 &amp; 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.</p><p>
This is a hybrid working role with a requirement to be in the office 3 days per week.</p><p><b>
As a Client Administrator, your responsibilities will include among others:</b></p><ul><li>
To work closely with the aligned Financial Planners to deliver excellent client outcomes.</li><li>
To build relationships with clients and maintain regular contact.</li><li>
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.</li><li>
Preparation of meeting packs and valuations (as required)</li><li>
Assist investment managers in the preparation of new business pitches and presentations</li><li>
Maintain back-office systems and client records in line with the company policies.</li></ul></div></div><p></p><div><div><h2 class="jobSectionHeader"><b>
Qualifications</b></h2></div><div><p><b>
To be successful in this role, you should have:</b></p><ul><li>
Maths and English Grade C or above or equivalent</li><li>
Previous experience in a client administrative role supporting financial advisers/ planners</li><li>
Proven experience working in the financial services industry</li><li>
A strong ethic of client service.</li><li>
Strong (verbal and written) communication skills with an ability to build relationships</li><li>
The ability to fully plan workload and display excellent organisational skills.</li></ul></div></div><p></p><div><div><h2 class="jobSectionHeader"><b>
Additional Information</b></h2></div><div><p><b>
As a colleague here at Evelyn Partners, you will have access to benefits that include:</b></p><ul><li>
Competitive salary</li><li>
Private medical insurance</li><li>
Life assurance</li><li>
Pension contribution</li><li>
Hybrid working model (role dependant)</li><li>
Generous holiday package</li><li>
Option to purchase additional holiday</li><li>
Shared parental leave</li></ul><p>
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&rsquo;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.</p><p>
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.</p></div></div></div>
<h2 class="jobSectionHeader"><b>
Job Location</b></h2></div><div></div>

Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
We’re seeking an ambitious individual to join our Client Admin Financial Planning team in Birmingham, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.
What’s in it for me?
As a 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.
This is a hybrid working role with a requirement to be in the office 3 days per week.
As a Client Administrator, your responsibilities will include among others:
To work closely with the aligned Financial Planners 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)
Assist investment managers in the preparation of new business pitches and presentations
Maintain back-office systems and client records in line with the company policies.
Qualifications
To be successful in this role, you should have:
Maths and English Grade C or above or equivalent
Previous experience in a client administrative role supporting financial advisers/ planners
Proven experience working in the financial services industry
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.
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 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.

Job Location

Evelyn Partners

Mission

Culture & values

Personal: 'we treat you as an individual'

Partnership: 'we go further together'

Performance: 'we strive for more'

Benefits

Holidays

Benefits

Wellbeing

Family