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 and Careers | Evelyn Partners

Job Description

What will you be doing?

We’re seeking a talented individual to join our Forensics team as Partners Secretary in our London Forensics team.

As a Partners Secretary, you will manage business related tasks such as arranging meetings, organising travel and accommodation, creating reports and presentations, taking minutes, and other organisational tasks.

We are seeking an individual who is proactive, fast at solving problems and can manage multiple different tasks at one time. The individual should be able to work under time pressure and have experience as an executive or personal assistant. A strong work ethic is important together with a willingness to work collaboratively in a team.

As a Partners Secretary, some of your responsibilities will include to:

• Provide full administrative support in any capacity to the Partners/Directors. This includes (list is not exhaustive): diary management, arranging meetings, travel bookings, monitoring email, conference registration, and other support as required
• Manage arrangements for the Partner in relation to confidential matters, such as appraisals and management meetings
• Providing the client with polite, friendly, and professional contact through all forms of communication
• Answering calls quickly and politely
• Ad hoc secretarial and administrative duties;
• Arranging client and internal meetings

Qualifications

To be successful in this role, you should demonstrate:

• Educated to GCSE level or equivalent
• Experience of working at a senior level
• Detailed knowledge of Outlook, Word, Excel, and PowerPoint
• Fast and Accurate typing
• Work well in a fast paced, pressurised environment with the ability to prioritise work
• Proactive approach to solving problems efficiently, with excellent communication skills

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.