Client Administration - Investment Management

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.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

What will you be doing?

We’re seeking an ambitious individual to join our Investment 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.

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 Portfolio/ 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. 

This is a hybrid working role with a requirement to be in the office 3 days per week but initially through training and implementation this will be full time in the office.

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

To be successful in this role, you should

• Previous experience working within portfolio/ client administration 
• Experience of supporting Investment Managers/ Wealth Management team 
• Experience of processing deals/ bargains 
• Knowledge of Avaloq would be preferred 
• Ability to work under pressure and to prioritise work.
• A strong ethic of client service. 
• Excellent communication skills both written and verbal, influencing and organisational skills.

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.