Evelyn 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. This is a fantastic opportunity for a Client Administrator for a fixed term contract for 14 months to support the Investment Management team including 3 Partners and 2 Investment Managers alongside 2 Client Administrators. This will involve supporting the team through their client book, handling enquiries, and preparing documentation for meetings and processes in a timely manner. As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, and you will have access to a structured training programme offering Training and Competency oversight to excel in your personal development. This role is on a fixed term contract for 14 months. As a Client Administrator, your responsibilities will include: Working closely with the aligned Investment Managers to deliver excellent client outcomes. Building relationships with clients and maintaining regular contact. Assisting in processing deals with the supervision of the team. Preparation of meeting packs and valuations (as required). Assisting investment managers in the preparation of new business pitches and presentations. Maintaining back-office systems and client records in line with company policies. Qualifications
Previous experience working within portfolio/client administration is essential. Experience of supporting Investment Managers/Wealth Management teams. Experienced user of the Avaloq system is essential. A strong ethic of client service. Excellent communication skills, both written and verbal, influencing and organisational skills. Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance. Life assurance. Pension contribution. 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 your needs throughout the application process. Please let your Recruiter know.
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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. This is a fantastic opportunity for a Client Administrator for a fixed term contract for 14 months to support the Investment Management team including 3 Partners and 2 Investment Managers alongside 2 Client Administrators. This will involve supporting the team through their client book, handling enquiries, and preparing documentation for meetings and processes in a timely manner. As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, and you will have access to a structured training programme offering Training and Competency oversight to excel in your personal development. This role is on a fixed term contract for 14 months. As a Client Administrator, your responsibilities will include: Working closely with the aligned Investment Managers to deliver excellent client outcomes. Building relationships with clients and maintaining regular contact. Assisting in processing deals with the supervision of the team. Preparation of meeting packs and valuations (as required). Assisting investment managers in the preparation of new business pitches and presentations. Maintaining back-office systems and client records in line with company policies. Qualifications
Previous experience working within portfolio/client administration is essential. Experience of supporting Investment Managers/Wealth Management teams. Experienced user of the Avaloq system is essential. A strong ethic of client service. Excellent communication skills, both written and verbal, influencing and organisational skills. Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include: Private medical insurance. Life assurance. Pension contribution. 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 your needs throughout the application process. Please let your Recruiter know.
#J-18808-Ljbffr
