Job Description
Company Description
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 Description
What will you be doing?
We’re seeking a talented individual to join our team in London, which is responsible for providing support and co-ordination to the Business Development (BD) team. You 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.
This is a fantastic opportunity for someone looking to start their career in Business Development. We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.
As Business Development Coordinator, your responsibilities will include among others:
- 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, complete Due Diligence questionnaires, and update CRM systems
- Updating the BD intranet and website pages
- Diary management co-ordination of appointments and meetings for the BD Team Heads; booking travel, meeting rooms, restaurants and expenses for BD Team Heads
- Organising, attending and assisting with hosting of events and seminars
- Provide support to the BD team in their efforts to sell the firm’s services to IFAs and other intermediaries, creating and updating new client PowerPoint presentations/documents as and when required
Qualifications
To be successful in this role, you should:
- A strong client/customer service ethic
- Ability 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
Desired:
- Previous experience in the financial services industry preferable
- A relevant qualification is desirable but not essential
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.
