Client Administrator

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 an ambitious individual to join our Investment Management team in London. You will be responsible for providing full administrative support to Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience. 

This is a hybrid working role with a requirement to be in the office 3 days per week. You will be asked to be predominately office based for the first few months while you build your familiarity with the role, team and clients.

What’s in it for me? 

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and

qualifications

, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities. e.g. scripts, transfers, corporate actions, static data changes, where applicable.
• Preparation of meeting packs and valuations as required.
• Assist investment managers in the preparation of new business pitches and presentations.
• Maintain back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should:

• Proven experience working in the financial services industry.
• A strong client service ethic with a willingness to learn. 
• Ability to work under pressure and prioritise work with excellent attention to detail.
• Excellent communication skills both written and verbal, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Desired:

• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional

  qualifications

  .

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional

  qualifications

• Cycle to work scheme
• Season ticket loan
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.