Client Administrator

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: and Job DescriptionWhat will you be doing?To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.Some of your responsibilities will be to:To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes. • To build relationships with clients and maintain 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. , 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 QualificationsTo be successful in this role, you should have:Proven experience working in the financial services industry.• 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.• Ability to use judgement and reasoning to propose solutions to problems. Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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.