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.
Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners
Job Description
Job purpose
- The position is client-facing and the role is telephone-based.
Key Responsibilities
- Investigate client queries and liaise with internal and external departments/providers to resolve issues
- Follow up outstanding queries
- Update clients with developments on their queries via email/letter/telephone
- Meet and exceed individual and team targets, working as part of a strong team
- Generate quality business leads by spotting opportunities when dealing with clients and referring them to other areas of the business when appropriate
Regulatory Responsibilities
- Strict adherence to internal compliance procedures and T&C requirements
- Reporting of any suspicious transactions to the MLRO
- Undertaking training and competence as required by the business
Qualifications
Key Skills and Experience
- Excellent written, verbal and interpersonal skills
- Previous sales experiences is not essential but advantageous
- Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients
- Demonstrable business acumen together with experience in developing and implementing business plans
Professional Qualifications and Education
- A level education is essential, university level education is desirable
Key Competencies
- Excellent communication and interpersonal skills are essential
- Must have aproven strong ethic of client / customer service
- Attention to detail
- Good organizational skills
- Demonstrate interest in the financial services industry
- Ability to work at pace and deliver against establishedpersonal and team targets
- Proactive and flexible approach to work, and ability to work under pressure
- Ability to work well within a teamwith a positive attitude and a willingness to learn
- Ability and use initiative, judgement and reasoning in order to propose solutions to problems
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.
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