Senior Client Administrator

Evelyn Partners; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A financial services firm in London is seeking a Senior Client Administrator to support Investment Managers and enhance client experience. The role involves administrative tasks, maintaining client records, and excellent communication with clients. This hybrid position requires industry experience and prioritization skills. Comprehensive training and a focus on professional development are offered, along with a competitive salary and benefits package, including private medical insurance and a pension contribution.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Substantial experience working in the financial services industry.
• Strong client service ethic.
• Ability to work under pressure and prioritise work.
• Excellent communication and organisational skills.
• Judgment and reasoning skills to propose solutions.

Responsibilities

• Work closely with Investment Managers to deliver client outcomes.
• Maintain client records and back-office systems.
• Request policy information from third party providers.
• Liaise with operational teams for support activities.
• Prepare meeting packs and valuations as needed.
• Process business in accordance with required processes.

Skills

Client Services

Business Analysis

Abinitio

Logistics & Procurement

Business Analytics

Education

Degree or Level 4 qualification

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 and building relationships with clients to deliver a positive and sleek client experience. You will ensure client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.

Whats in it for me

As a Senior Client Administrator at Evelyn Partners you will be supported to grow personally and professionally. You will have access to a structured training programme with training and competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from a team of experienced Investment Managers and Financial Advisers.

This is a hybrid working role with a requirement to be in the office 3 days per week.

Responsibilities

• Work closely with aligned Investment Managers to deliver excellent client outcomes and build relationships with clients, maintaining regular contact.
• Maintain back‑office systems and client records in line with the company policies.
• Request policy information from third party policy providers if applicable.
• Liaise with operational teams where support is provided on activities (e.g. scripts, transfers, corporate actions, static data changes where applicable).
• Prepare meeting packs and valuations (as required).
• Process all business in accordance with required processes and proactive pipeline management, including establishing new accounts on internal systems and collating AML documentation as required.

Qualifications

To be successful in this role you should:

• Substantial experience working in the financial services industry.
• A strong client service ethic.
• Ability to work under pressure and prioritise work.
• Excellent communication skills, both written and verbal, influencing and organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems.

Desired

• Studying towards an accredited Level 4 qualification (preferred but not essential).
• Excellent standard of education (ideally degree qualified but not essential).

Additional Information

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners you’ll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.

Remote Work : No

Employment Type : Full‑time

Key Skills

Abinitio, Business Analysis, Logistics & Procurement, Client Services, Business Analytics

Experience : years

Vacancy : 1