For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
What will you be doing? We’re seeking an ambitious individual to join our Wealth Management team of 9 in Edinburgh. You will be responsible for supporting Investment Managers in Edinburgh with a book of c£700 million, 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 in 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. 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. Liaising 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). 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
To be successful in this role, you should: Have proven experience working in the financial services industry, preferably within Investment Management. Have ambition to build a career within a financial services firm, with a willingness to learn and develop. Exhibit a strong ethic of client service. Be studying towards an accredited Level 4 qualification preferred but not essential. Possess strong verbal and written communication skills with an ability to build relationships. Demonstrate the ability to fully plan workload and display excellent organisational skills. Have the ability to use judgement and reasoning to propose solutions to problems. 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 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.
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What will you be doing? We’re seeking an ambitious individual to join our Wealth Management team of 9 in Edinburgh. You will be responsible for supporting Investment Managers in Edinburgh with a book of c£700 million, 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 in 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. 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. Liaising 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). 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
To be successful in this role, you should: Have proven experience working in the financial services industry, preferably within Investment Management. Have ambition to build a career within a financial services firm, with a willingness to learn and develop. Exhibit a strong ethic of client service. Be studying towards an accredited Level 4 qualification preferred but not essential. Possess strong verbal and written communication skills with an ability to build relationships. Demonstrate the ability to fully plan workload and display excellent organisational skills. Have the ability to use judgement and reasoning to propose solutions to problems. 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 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.
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