Private Client Administrator

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. 

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. 

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 Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 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, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, 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.

Some of your responsibilities will be to:

• To work closely with the aligned Investment Managers to deliver excellent client outcomes. 
• To build relationships with clients and maintain regular contact.
• Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.
• Reviewing and updating procedures and documentation.
• 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.

To be successful in this role, you should have:

• Previous experience working within wealth management in an administrative support role 
• Experience and knowledge of financial products i.e. Pensions, ISAs, Investments, Bonds
• Experience of supporting Senior Management and Investment Managers 
• Experience of providing end to end support
• Experience using Xplan and/ or Avaloq would be preferred 
• Desirable to hold QFA Certificate in Professional Financial Advice or studying towards
• 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.