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- Tasks: Support Investment Managers and enhance client experiences in a dynamic Wealth Management team.
- Company: Join Evelyn Partners, a leading UK wealth management firm focused on personalized investment advice.
- Benefits: Enjoy private medical insurance, generous holidays, and a hybrid work model with Fridays remote.
- Why this job: Kickstart your career in Investment Management with structured training and personal growth opportunities.
- Qualifications: Previous client administration experience in financial services is essential; knowledge of Avaloq is a plus.
- Other info: Evelyn Partners values diversity and offers a supportive, inclusive workplace for all.
The predicted salary is between 28800 - 43200 £ per year.
Client Administrator – Investment Management
- Full-time
- Office Location: London
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.
What 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 supporting an Investment Manager on a 1-2-1 basis while handling further responsibilities within Wealth Management.
As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, with access to a structured training programme offering Training and Competency oversight to excel in your personal development.
As a Client Administrator, your responsibilities will include:
- Working closely with the aligned Investment Managers to deliver excellent client outcomes.
- Building relationships with clients and maintaining regular contact.
- Liaising with operational teams where support is provided on activities (e.g., scripts, transfers, corporate actions, static data changes, where applicable).
- Assisting in processing deals under the supervision of the team.
- Preparation of meeting packs and valuations (as required).
- Assisting investment managers in the preparation of new business pitches and presentations.
- Maintaining back-office systems and client records in line with company policies.
To be successful in this role, you should have:
- Previous experience working within client administration.
- Experience working within the financial services sector.
- Experience supporting Investment Managers/Wealth Management teams.
- Experience processing deals/bargains.
- Knowledge of Avaloq is preferred.
- Strong written and verbal communication skills.
As a colleague 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 can achieve their full potential in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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Client Administrator - Investment Management employer: Evelyn Partners Limited
Contact Detail:
Evelyn Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator - Investment Management
✨Tip Number 1
Familiarize yourself with the specific responsibilities of a Client Administrator in Investment Management. Understanding the nuances of client interactions and administrative support will help you demonstrate your knowledge during the interview.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who work at Evelyn Partners or similar firms. Building connections can provide insights into the company culture and may even lead to referrals.
✨Tip Number 3
Highlight any experience you have with back-office systems and client records management. Being able to discuss your familiarity with these tools will show that you're ready to hit the ground running.
✨Tip Number 4
Prepare to discuss how you would handle client relationships and ensure positive outcomes. Think of examples from your past experiences where you successfully managed client expectations or resolved issues.
We think you need these skills to ace Client Administrator - Investment Management
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Client Administrator position. Understand the key responsibilities and required skills, especially those related to client administration and investment management.
Tailor Your CV: Customize your CV to highlight relevant experience in client administration and the financial services sector. Emphasize any previous roles where you supported Investment Managers or worked within Wealth Management teams.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for investment management and your ability to build strong client relationships. Mention specific experiences that align with the responsibilities outlined in the job description.
Highlight Communication Skills: Since strong written and verbal communication skills are essential for this role, make sure to provide examples in your application that demonstrate your ability to communicate effectively with clients and colleagues.
How to prepare for a job interview at Evelyn Partners Limited
✨Show Your Client-Centric Approach
Evelyn Partners values a strong client relationship. Be prepared to discuss how you've built and maintained relationships with clients in your previous roles. Share specific examples that highlight your ability to understand client needs and deliver exceptional service.
✨Demonstrate Your Financial Services Knowledge
Since the role requires experience in financial services, brush up on industry trends and relevant regulations. Be ready to discuss your understanding of investment management and how it impacts client outcomes, showcasing your expertise in this area.
✨Highlight Your Administrative Skills
As a Client Administrator, you'll be providing full administrative support. Prepare to talk about your organizational skills, attention to detail, and any experience you have with back-office systems or processes, especially if you have knowledge of Avaloq.
✨Prepare for Team Collaboration Questions
This role involves working closely with Investment Managers and operational teams. Think of examples where you've successfully collaborated with others to achieve a common goal. Emphasize your communication skills and ability to work in a team-oriented environment.
