Client Administrator - 12 Month FTC

Evelyn Partners; London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading wealth management firm in London seeks a Client Administrator to support Investment Managers and enhance client experience. You will manage administrative tasks, build strong client relationships, and collaborate with skilled investment teams. This hybrid role offers significant personal and professional development opportunities. Required: 3-5 years in financial services and strong client service ethics.

Benefits

Structured training programme

Ongoing professional development

Collaboration with experienced Investment Managers

Qualifications

• 3-5 years proven experience working in the financial services industry.
• Ambition to build a career within a financial services firm.
• Ability to use judgment and reasoning to propose solutions to problems.

Responsibilities

• Provide full administrative support to Investment Managers.
• Build relationships with clients and maintain regular contact.
• Assist investment managers in preparation of business pitches.

Skills

Experience in financial services

Client service ethic

Strong communication skills

Organizational skills

Job description

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Client Administrator - 12 Month FTC, London

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Client:

Location:

London, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

9fe60310f52b

Job Views:

6

Posted:

01.08.2025

Expiry Date:

15.09.2025

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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

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.

Client Administrator – Wealth Management

What will you be doing?

We’re seeking an ambitious individual to join our Wealth 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 and Financial Advisers 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 to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities, 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.

Qualifications

Skills and Experience

To be successful in this role, you should

• 3-5 years proven experience working in the financial services industry
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• A strong ethic of client service.
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.
• Knowledge of Investments, Pensions and Life Assurance preferred