Client Administrator - FTC

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.

We’re seeking an ambitious individual to join our Investment Management team in Birmingham on a fixed‑term contract (6 months) with potential of being extended. You will be responsible for providing full administrative support to Investment Managers and building relationships with clients to deliver a positive and sleek client experience.

As a Client Administrator you will be supported to grow personally and professionally, with 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 from whom you’ll have the opportunity to collaborate and learn.

This is a hybrid working role with a requirement to be in the office three days per week.

• Work closely with aligned Investment Managers and Associate Investment Managers to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Liaise with operational teams for activities such as account opening, ISAs, transfers, client payments, and static data changes where applicable.
• Prepare 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 company policies.

To be successful in this role you should:

• Have prior experience working within Financial Services.
• Hold technical administrative experience.
• Have experience supporting clients’ queries and assisting through processes.
• Have strong communication skills with an ability to build relationships.
• Have knowledge of financial products such as ISAs, GIAs, pensions, investments, SIPPs.

• 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

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 can achieve their full potential in a safe, supportive and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.