Client Administrator - 12 month FTC

Evelyn Partners; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

Evelyn Partners is seeking a Client Administrator for their Wealth Management team in London on a 12-month FTC. The role involves providing administrative support to Investment Managers, enhancing client experiences, and offering opportunities for personal and professional development through structured training programs and collaboration with seasoned professionals.

Benefits

Structured training programme

Continuous professional development

Qualifications

• Proven experience in the financial services industry.
• Ambition to build a career within a financial services firm.
• Strong client service ethic and excellent communication skills.

Responsibilities

• Support Investment Managers with administrative tasks.
• Build and maintain relationships with clients.
• Prepare meeting packs and investment pitches.

Skills

Client service

Communication

Organisational skills

Judgement and reasoning

Education

Degree qualified (or equivalent)

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:

2bccf0297df0

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

Job Description

Client Administrator – Investment Management

What will you be doing?

We’re seeking an ambitious individual to join our Wealth Management team in London on a 12 month FTC. 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 to 4 day per week.

As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Investment Managers to deliverexcellent 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 and Experience

To be successful in this role, you should

• 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

Qualifications

Professional Qualifications and Education

• Excellent standard of education, ideally degree qualified but not essential.
• Interested in further development through additional qualifications.

Additional Information