At a Glance
- Tasks: Support Investment Managers by managing client records and ensuring smooth operations.
- Company: Evelyn Partners, a leading firm in wealth management based in Southampton.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Fast-paced environment with potential for career advancement.
- Why this job: Join a dynamic team and play a key role in delivering exceptional client service.
- Qualifications: Experience in wealth management and knowledge of AML processes are a plus.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners in Southampton is seeking a proactive Administrator to provide full support to Investment Managers, ensuring accurate client records and timely service.
You will liaise with clients and internal teams to deliver smooth operations and compliant processes.
Key duties include preparing meeting packs, handling transfers and valuations, and maintaining back-office systems in line with company policy.
Experience in wealth management and AML awareness are advantageous.
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Client Administration Specialist – Wealth Management in Southampton employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
