Offer summary

Qualifications:

Proven experience in the financial services industry, particularly in investment management., Strong communication skills, both verbal and written, with the ability to build client relationships., Organizational skills with the ability to plan workloads effectively., Willingness to learn, develop, and pursue professional qualifications in finance..

Key responsibilities:

Provide administrative support to Investment Managers and Financial Planners.

Build and maintain relationships with clients to ensure a positive experience.

Assist in preparing meeting packs, valuations, and investment presentations.

Maintain accurate client records and support operational activities.

Job description

Company Description

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 Description

Client Administrator – Investment Management

What will you be doing?

We’re seeking an ambitious individual to join our Investment Management team in Birmingham. 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, and you will have access to a structured training programme offering training & competency oversight to excel your personal development. We encourage continuous professional development via ongoing studying and qualifications, and we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

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 among others:

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
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

Qualifications

Skills and Experience

To be successful in this role, you should

Proven experience working in the financial services industry with investment management experience
Ambition to build a career within a financial services firm, with a willingness to learn and develop
A strong client service ethic
Strong (verbal and written) communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills
Ability to use judgement and reasoning to propose solutions to problems

Desired

Knowledge of Investments, Pensions and Life Assurance preferred

Additional Information

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.

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