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Senior Administrative Assistant (Wealth & Financial Planning) – Evelyn Partners
About Evelyn Partners
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—they are our secret for longevity.
We are a team of passionate professionals, guided by our purpose: placing the power of good advice into more hands. By understanding client needs and what matters most to them, we empower them to make significant decisions with confidence, provide strong foundations for the future, and guide them toward their goals.
Job Purpose
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct communication with clients and operational colleagues—while adhering to regulatory standards.
Key Responsibilities
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Client relationship management:
- Work closely with Financial Planners to deliver excellent client outcomes.
- Build and maintain relationships with clients, ensuring regular contact.
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Back-office administration:
- Maintain back-office systems and client records in accordance with company policies.
- Manage third-party policy information requests where applicable.
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Operational support:
- Liaise with operational teams on activities such as scripts, transfers, corporate actions, and static data changes as required.
- Prepare meeting packs and valuations where necessary.
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Process execution:
- Process all business operations in line with company processes, including proactive pipeline management.
- Establish new accounts on internal systems and collate AML (Anti-Money Laundering) documentation where needed.
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Risk and compliance:
- Identify and report any risks, breaches, or errors, ensuring risks are logged and mitigated through controls.
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Client engagement & digital tools:
- Encourage clients to use digital portals and other tools, providing guidance as required.
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Collaboration & continuous improvement:
- Collaborate with colleagues to share best practices.
** skills, Experience & Qualifications**
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Industry-specific experience:
- Previous administrative experience in financial planning or wealth management.
- A strong ethic of client service.
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Key competencies:
- Ability to work under pressure and prioritise tasks effectively.
- Excellent written and verbal communication skills, including influencing and organisational abilities.
- Strong judgement and problem-solving skills to propose solutions.
- Proficient in digital tools and client portals.
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- Professional qualifications (optional but welcome):
- Degree-qualified but not essential.
- Eager to develop through additional qualifications if desired.
** Benefits**
At Evelyn Partners, you’ll benefit from:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contributions
- Hybrid working model (role-dependent)
- Generous holiday package, plus the option to purchase additional leave
- Shared parental leave
** Company Culture**
We value a diverse workforce that better reflects society and our clients. At Evelyn Partners:
- We offer a range of highly active employee resource groups.
- We are actively delivering diversity, equity, and inclusion (DEI) initiatives.
- Our commitment includes creating an environment where all colleagues feel valued, respected, and supported, regardless of identity, background, or circumstance.
Reasonable adjustments can be made throughout the application process—please inform your recruiter of any needs you may have.
Office Location: Bracknell
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