Client Administrator - 12 Month FTC
Posted 1 week ago by Evelyn Partners
Negotiable
Fixed-Term
Hybrid
London, England, United Kingdom
Summary: The Client Administrator role at Evelyn Partners involves providing comprehensive administrative support to Investment Managers within the Wealth Management team in London. The position emphasizes building strong client relationships to enhance the client experience while ensuring excellent outcomes. The role offers opportunities for personal and professional growth through structured training and collaboration with experienced professionals. This is a hybrid position requiring in-office attendance three days a week.
Key Responsibilities:
- Work closely with aligned Investment Managers to deliver excellent client outcomes.
- Build relationships with clients and maintain regular contact.
- Liaise with operational teams for support on various activities.
- Prepare meeting packs and valuations as required.
- Assist investment managers in preparing new business pitches and presentations.
- Maintain back-office systems and client records in line with company policies.
Key Skills:
- 3-5 years proven experience in the financial services industry.
- Ambition to build a career within a financial services firm, with a willingness to learn and develop.
- Strong client service ethic.
- Excellent verbal and written communication skills with the ability to build relationships.
- Strong organizational skills and ability to plan workload effectively.
- Judgment and reasoning skills to propose solutions to problems.
- Knowledge of Investments, Pensions, and Life Assurance preferred.
- Minimum Grade C in Maths (if associate).
Salary (Rate): undetermined
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: fixed-term
Seniority Level: undetermined
Industry: Finance
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
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.
Client Administrator – Wealth Management
What will you be doing?
We’re seeking an ambitious individual to join our Wealth 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.
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. This is a hybrid working role with a requirement to be in the office 3 days per week.
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 Skills And Experience
To be successful in this role, you should
- 3-5 years proven experience working in the financial services industry
- An ambition to build a career within financial services firm, with a willingness to learn and develop
- A strong ethic of client service.
- Strong (verbal and written) communication skills with an ability to build relationships
- The ability to fully plan workload and display excellent organisational skills.
- Ability to use judgement and reasoning to propose solutions to problems.
- Knowledge of Investments, Pensions and Life Assurance preferred
- Minimum Grade C in Maths (if associate)
Additional Information
12 month fixed term contract