Business Development Administrator - 12month FTC

London, England, United Kingdom

4/28/2025

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

• This role is a Fixed Term Contract for 12 months
  
  

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.

Qualifications

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

• Desirable to have a relevant qualification
• Experience within an Administrative/ Secretarial/ PA/ Account Manager role previously
• Previous experience in the financial services industry is preferable
• 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
  
  

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.