Client Administrator – 6month FTC

Job title:

Client Administrator – 6month FTC

Company

Evelyn Partners

Job description

Company DescriptionEvelyn 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.Read more about us and available career opportunities here: andJob DescriptionWhat 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?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 & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.FTC for 6 months + with an expectation of being in the office 5 days per week for the initial training and then will move to a hybrid role of 3 days in the office.Hear what our Hiring Manager has to sayDavid Walton, Senior Associate in the Wealth Management team has recorded a short voice note to describe a brief summary of the role and team. Click the to have a listen.As a Client Administrator, your responsibilities will include among others:

• 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 the company policies.

QualificationsTo be successful in this role, you should have:

• Previous experience within administration
• Experience within financial services would be desirable
• A strong ethic of client service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills both written and verbal, influencing and organisational skills

Additional InformationAs 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.

Expected salary

Location

London

Job date

Sun, 21 Jul 2024 22:37:34 GMT

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