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
Senior Associate Client Administrator – Investment Management
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.
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 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 day per week.
As a Senior 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.
Skills, Experience & Qualifications
- Proven experience working in the financial services industry–minimum 5 years ’experience Required
- A strong ethic of client service Required
- Ability to work under pressure and to prioritise work Required
- Excellent communication skills both written and verbal, influencing and organisational skills Required
- Ability to use judgement and reasoning to propose solutions to problems Required
- Ability to coach and mentor team members Required
Professional Qualifications and Education
- Excellent standard of education, ideally degree qualified but not essential
- Interested in further development through additional qualifications
Qualifications
Additional Information