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 an ambitious individual to join our Investment Management team in Birmingham on a fixed term contract (6months) with potential of being extended. 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’ll receive structured training, competency oversight, and ongoing support to grow personally and professionally. You’ll also be encouraged to pursue further qualifications and collaborate with experienced Investment Managers to enhance your development.
This role will have a requirement of full time in the office for 6 months and if role extended will move onto a hybrid role.
As Client Administrator, your responsibilities will include among others:
- Working closely with the aligned Investment Managers and Associate Investment Managers, to deliver excellent client outcomes
- Building relationships with clients and maintain regular contact
- Liaising with operational teams where support is provided on activities. e.g., Account opening, ISAs, transfers, client payments, static data changes, where applicable
- Handling preparation of meeting packs and valuations as required
- Assisting investment managers in the preparation of new business pitches and presentations, where applicable
- Maintaining back-office systems and client records in line with the company policies
Qualifications
Skills and Experience
To be successful in this role, you should
- Prior experience working within Financial Services is essential
- Hold technical administrative experience
- Have experience supporting clients queries and assisting through processes
- Strong communication skills with an ability to build relationships
- Knowledge of financial products i.e. ISAs, GIAs, Pensions, Investments, SIPPs
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.
