Client Administrator FTC 12months

Evelyn Partners; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an ambitious Client Administrator to join their Wealth Management team in London. This role offers the chance to provide essential administrative support to Investment Managers and build strong client relationships, ensuring a seamless client experience. With a focus on personal and professional growth, the position includes access to structured training programs to enhance your skills. This exciting opportunity is perfect for those looking to advance their career in Investment Management while enjoying a hybrid working model that balances office and remote work. Join a company that values diversity and offers a supportive environment for all employees.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience in portfolio/client administration is essential.
• Strong communication skills are necessary for client interactions.

Responsibilities

• Provide administrative support to Investment Managers.
• Build and maintain relationships with clients for a positive experience.
• Assist in processing deals and preparing meeting packs.

Skills

Portfolio/Client Administration

Investment Management Support

Deal Processing

Communication Skills

Knowledge of Avaloq

Job description

Client Administrator FTC 12 months

Full-time

Office Location: London

Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Job Description

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?

This is a fantastic opportunity if you're looking to progress your career further into Investment Management. This opportunity provides a wider role, offering support on a 1-2-1 basis with an Investment Manager while handling further responsibilities within Wealth Management.

As a Portfolio/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 and Competency oversight to excel in your personal development.

This is a hybrid working role with a requirement to be in the office 3 days per week, but initially, through training and implementation, this will be full-time in the office.

This role is on a fixed-term contract of 12 months.

As a Client Administrator, your responsibilities will include:

• Working closely with the aligned Investment Managers to deliver excellent client outcomes.
• Building relationships with clients and maintaining regular contact.
• Liaising with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes, where applicable).
• Assisting in processing deals with the supervision of the team.
• Preparing meeting packs and valuations (as required).
• Assisting investment managers in the preparation of new business pitches and presentations.
• Maintaining back-office systems and client records in line with the company policies.

Qualifications

To be successful in this role, you should:

• Have previous experience working within portfolio/client administration.
• Have experience supporting Investment Managers/Wealth Management teams.
• Have experience processing deals/bargains.
• Knowledge of Avaloq would be preferred.
• Possess strong written and verbal communication skills.

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.
• 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 your needs throughout the application process. Please let your Recruiter know.

Job Location