Client Administrator - Investment Management

As a Client Administrator at Evelyn Partners, your main responsibilities include providing comprehensive administrative support to Investment Managers, building and maintaining client relationships, processing transactions and queries accurately, and reviewing company procedures. You will also maintain client records in accordance with company policies and collaborate with operational teams as needed.

To excel as a Client Administrator at Evelyn Partners, you should have previous experience in a wealth management administrative support role. Familiarity with financial products such as Pensions and ISAs is essential, and knowledge or experience with software like Xplan or Avaloq is preferred. Holding a QFA Certificate in Professional Financial Advice or pursuing one would be beneficial.

Evelyn Partners is committed to the continuous professional development of its employees. As a Client Administrator, you will have access to a structured training program, ongoing study options, and opportunities to collaborate with experienced Investment Managers and Financial Advisers, all aimed at enhancing your skills and career growth.

The work environment for a Client Administrator at Evelyn Partners is supportive and collaborative. You’ll engage with a passionate team that values advice and service quality. Our hybrid working model gives you the flexibility to balance at-home work with in-office collaboration, fostering a positive atmosphere for productivity.

At Evelyn Partners, Client Administrators enjoy a competitive salary, private medical insurance, life assurance, a pension contribution, and a generous holiday package. Additional benefits include the option to purchase more holiday days and shared parental leave, all aimed at ensuring a balanced work-life experience.

In answering this question, focus on your previous roles and the specific responsibilities you undertook that align with the Client Administrator position at Evelyn Partners. Mention any exposure you've had to financial products and your direct interactions with clients.

This is an opportunity to showcase your organizational skills. Discuss the methods you use for time management, such as creating to-do lists or using digital task management tools, and give specific examples of how you handled competing deadlines in past positions.

Here, you can emphasize the importance of communication and follow-up. Explain how you utilize regular check-ins, responsiveness to inquiries, and personalized service to strengthen client relationships and provide exceptional service.

Illustrate your knowledge and experience with financial products by detailing any specific roles where you worked with these products. Showcase your understanding of how each product functions and its benefits for clients.

If applicable, outline your hands-on experience with Xplan or Avaloq, providing examples of how you used these systems in your previous roles to enhance efficiency or improve client interactions.

Discuss your approach to conflict resolution, including listening to the client's concerns, addressing them promptly, and following up to ensure satisfaction. A specific example can strengthen your response.

This allows you to convey your understanding of the role's demands. You may want to highlight qualities such as attention to detail, strong communication skills, and the ability to work collaboratively with others.

Here, you can talk about your commitment to continuous learning, mentioning any relevant training, certifications, or professional memberships you pursue to stay abreast of changes in wealth management.

Use this chance to express your admiration for Evelyn Partners' commitment to excellent client service and professional development. Mention specific values or initiatives of the company that resonate with you.

Share your career goals, linking them to the potential growth opportunities at Evelyn Partners. Emphasize your desire to develop your skills and take on more responsibilities in the future.