Job Title

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 DescriptionWhat will you be doing? We're seeking an ambitious individual to join our Wealth Management team in London, 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. Hybrid Pattern: This role will have a requirement of working 4 days in the office Monday - Thursday and working from home on a Friday. What's in it for me? This is a fantastic opportunity if you're looking to progress your career further into Investment Management, this opportunity provides a wider role providing support on 1-2-1 basis with an Investment Manager while handling further responsibilities within Wealth Management. 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 and Competency oversight to excel on your personal development. As a Client Administrator, your responsibilities will include among others: To work closely with the aligned 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. Assisting on processing deals with the supervision of the team 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 QualificationsTo be successful in this role, you should have Previous experience working within client administration Experience working within financial services sector Experience of supporting Investment Managers/ Wealth Management team Experience of processing deals/ bargains Knowledge of Avaloq would be preferred Strong communication skills written and verbal Additional InformationAs 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 for your needs throughout the application process. Please let your Recruiter know.#J-18808-Ljbffr