Investment Management Client Administrator (Hybrid)

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

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.