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 and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Purpose
To provide support and co-ordination to the Business Development (BD) team. The role holder will work as part of a dedicated Sales Support team, which is integral to Business Development, delivering excellent service. Activities are varied and focus around delivering high quality service to our clients, including introducers and IFAs, to ensure the smooth running of the BD teams – UK IFA, International IFA and Professional Connections.
Key Responsibilities
- Preparing and updating BD marketing collateral including but not limited to factsheets, presentations, proposals within strict deadlines and coordinating within the team to cover delivery during periods of absence.
- Manage and update the IFA distribution list.
- Updating the BD intranet, website pages and CRM systems.
- Creating and updating new client PowerPoint presentations/documents as and when required.
- Diary management co-ordination of appointments and meetings for the BD Team Heads.
- Organising events and seminars and attending and assisting with the hosting of events.
Skills, Experience & Qualifications
- A strong ethic of client/customer service.
- Propensity to work well within teams, collaborating with colleagues to ensure best outcomes for internal and external clients.
- Strong inter-personal skills.
- Excellent attention to detail and able to manage time effectively.
- Effective communicator both verbally and in writing.
- Knowledge of Microsoft office packages, primarily Word, Excel and PowerPoint.
Professional Qualifications and Education
- Desirable to have a relevant qualification.
- Previous experience in the financial services industry preferable.
Key Competencies
- Proactive and enthusiastic.
- Puts the client first and focuses on delivering the right solutions.
- Demonstrated the Evelyn Partners values.
- Delivers excellent service.
- Confident.
- Highly organised.
- Trustworthy.
- Integrity.
- Sound Judgement.
- Teamwork.
- Embracing Change.
- Communication.
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