Client Administrator

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Client Administrator

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Evelyn Partners .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 ManagementWhat will you be doing?We’re seeking an ambitious individual to join our Investment Management team in Bristol. 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 and Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will collaborate with experienced Investment Managers and Financial Advisers.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:Responsibilities

To work closely with the aligned 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., 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 company policies.Qualifications

Proven experience in the financial services industry would be advantageous.Aim to build a career within a financial services firm, with a willingness to learn and develop.A strong ethic of client service.Studying towards an accredited Level 4 qualification is preferred but not essential.Strong verbal and written communication skills with the ability to build relationships.Excellent organisational and workload planning skills.Ability to use judgement and reasoning to propose solutions to problems.Knowledge of investments is preferred but not essential.Additional Information

Benefits include: 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.We are proud to value the differences that a diverse workforce brings and are committed to an inclusive environment. We are happy to make reasonable adjustments to accommodate needs during the application process. Please let your Recruiter know.Equality and Inclusion

We’re committed to providing a workspace where all colleagues feel respected as individuals and can achieve their full potential in a safe, supportive, and inclusive environment.Job Details

Seniority level: AssociateEmployment type: Full-timeJob function: ..... full job details .....