Client Administrator – 6 month FTC

Evelyn Partners; Birmingham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Birmingham is seeking a Client Administrator to provide essential support to the Investment Management team. This role involves building relationships with clients, preparing meeting packs, and maintaining client records. As a fixed term contract with a hybrid work model, candidates will benefit from professional development opportunities and enjoy a comprehensive benefits package including a competitive salary, private medical insurance, and generous holidays. Candidates with prior experience in financial planning and strong communication skills are encouraged to apply.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Prior experience supporting Advisors/Investment Managers in daily actions.
• Experience of preparing meeting packs and supporting in pitches.
• Ability to plan workload effectively.

Responsibilities

• Provide full administrative support to Investment Managers.
• Build relationships with clients and maintain regular contact.
• Prepare meeting packs and valuations as required.

Skills

Experience in Financial Planning/Wealth Management

Experience using XPlan

Strong client service ethic

Strong verbal and written communication skills

Excellent organizational skills

Judgment and reasoning skills

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

Client Administrator — Investment Management

What will you be doing?

We’re seeking an ambitious individual to join our Investment Management team in Birmingham on a fixed term contract (6months) with potential of being extended. 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, and you will have 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, 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 and Associate 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., Account opening, ISAs, transfers, client payments, 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, where applicable
• 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

• Prior experience within Financial Planning/ Wealth Management supporting Advisors/ Investment Managers through daily actions
• Experience of preparing meeting packs, supporting in pitches, operational processes – onboarding, transfers
• Experience using XPlan
• A strong client service ethic
• 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

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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.