Client Administrator

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. As Client Administrator, your responsibilities will include among others: provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Key Responsibilities Working closely with the aligned Investment Managers to deliver excellent client outcomes. Building relationships with clients and maintain regular contact. Maintaining back-office systems and client records in line with the company policies. 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 Assist investment managers in the preparation of new business pitches and presentations Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients To be successful in this role, you should Have previous experience working in an administrative role within financial services industry within Investment Management is essential Knowledge of Xplan Have experience working with financial products is essential Strong administrative experience is essential A strong ethic of client service. Ability to work under pressure and to prioritise work. Excellent communication skills, influencing and organisati