Client Administrator - FTC

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.

Job Description

Client Administrator – Investment Management

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 will be supported to grow personally and professionally, and you will have access to a structured training programme offering training & competency oversight to excel your personal development. We encourage continuous professional development via ongoing studying and qualifications, and we also have a team of experienced Investment Managers, 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 and Associate 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., Account opening, ISAs, transfers, client payments, 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, where applicable
• 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

• 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:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday packageli>
• 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.