Client Administrator

Evelyn Partners; Southampton; Hybrid; GBP 25,000 - 33,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking an organised administrator to provide full support to Investment Managers in Southampton. You will interact directly with clients and internal teams, ensuring regulatory adherence and accurate records.

The role requires client-focused service, experience with XPlan, and the ability to prioritise tasks under pressure while maintaining professional communication.

Qualifications

• Excellent education level, degree preferred but not essential.
• Wealth management industry experience.
• Experience using XPlan.
• Administrative experience with a strong client service ethic.
• Ability to work under pressure and prioritise tasks.
• Strong communication, influencing and organisational skills.
• Judgement and problem-solving abilities.

Responsibilities

• Work closely with Investment Managers to deliver excellent client outcomes.
• Build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records.
• Request policy information from third party providers when needed.
• Coordinate with operations on transfers, corporate actions and data changes.
• Prepare meeting packs and valuations when required.
• Support investment managers with pitches and presentations.
• Process transfers, monitor balances and AML documentation.

Skills

Excellent communication

Client service

Prioritisation

XPlan experience

Education

Degree preferred

Wealth management experience

Tools

XPlan

Job description

• Office Location: Southampton : Southampton (Mountbatten House)

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

Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

• To work closely with the aligned Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Maintain back-office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• 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.
• Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients.
• Process all business in accordance with required processes & proactive pipelinemanagement, to include establishing new accounts on internal systems and collating AML documentation as required.
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
• To encourage client, use of portal and other digital tools, provide guidance where required.
• To collaborate and share best practices with colleagues.

Qualifications

Skills, Experience & Qualifications

• Excellent standard of education, ideally degree qualified but not essential.
• Proven experience working in the wealth management industry
• Experience of using XPlan
• Experience working within an administrative roleA strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

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 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.