Client Administration 12m FTC

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 Purpose

To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team.

Fixed term contract: This role is for a 12 month maternity contract

Key Responsibilities

To work closely with the aligned 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 e.g., scripts, transfers, corporate actions, static data changes where applicable

Assist investment managers in the preparation of new business pitches and presentations

Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients

Process all business in accordance with required processes & proactive pipeline management to include establishing new accounts on internal systems and collating AML documentation as required

Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

To encourage client, use of portal and other digital tools, provide guidance where required.

To collaborate and share best practice with colleagues

Provide training and coaching to new and existing administrators as required

Provide guidance on a day-to-day basis and be the ‘go to person’ to answer any process or technical issue

Skills, Experience & Qualifications

Excellent standard of education, ideally degree qualified but not essential

Proven experience working in the wealth management industry

A strong ethic of client service

Ability to work under pressure and to prioritise work

Excellent communication skills, influencing and organisational skills

Ability to use judgement and reasoning to propose solutions to problems

Ability to coach and mentor team members

As 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