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Salary
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.
Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners
Careers | Evelyn Partners
Job Description
What will you be doing?
Applying to this role will open the doors to our excellent opportunities for candidates looking to pursue a professional career within the Investments & Financial industries.
The opportunities we provide will suit a candidate who may have started their first role(s) in general administration, customer services and/or further education with skillsets including; keen attention to detail, customer services experience, basic to moderate understanding of Microsoft packages (Excel, Word and Outlook).
Key Responsibilities
Ensure that all tasks are completed to a high standard and work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.
Ensure that personal and team KPIs are met, assist in collation of MI highlighting any issues to management.
Respond to telephone and email enquiries in a timely professional manner, liaising with fund managers and external parties where relevant and promptly, escalating any issues where relevant.
Log, maintain and respond to written client enquiries promptly, ensuring all client and external documents are relevant and up to date.
Contribute to the review of team tasks, identifying improvements to enhance client service.
Adopt a high-quality culture to minimise errors and ensure high-quality service levels are delivered. Ensuring all work is highly accurate, including data input, document checking and payments, and escalating to the manager or relevant department where necessary.
Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted openly and transparently.
Undertaking regular and appropriate continuous professional development (CPD).
Qualifications
To be successful in this role, you should:
- Professional and pragmatic approach to all activities
- Excellent written, verbal and interpersonal skills
- IT literate and a competent user of MS Office, particularly Excel and Word
- Ability to work within a team
- Positive/flexible attitude
- Initiative and willingness to learn
- High attention to detail
- Able to prioritise and work to challenging timescales
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.
