Senior Client Administrator

This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.

Company Description

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.

Job Description

What will you be doing?

We're seeking an ambitious individual to join our Wealth Management team in Leeds, you will be responsible for providing full administrative support to a Investment Manager, 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 and Competency oversight to excel on your personal development.

This is a hybrid working role with a requirement to be in the office 3 days per week but initially through training and implementation this will be full time in the office.

As a Client Administrator, your responsibilities will include among others:

• To work closely with the aligned Investment Managers to deliver excellent client outcomes.
• To build relationships with clients and maintain regular contact.
• Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
• Assisting on processing deals with the supervision of the team
• Preparation of meeting packs and valuations (as required)
• Assist investment managers in the preparation of new business pitches and presentations
• Maintain back-office systems and client records in line with the company policies

Qualifications

To be successful in this role, you should have:

• GCSE Maths and English in Grade C and/ or above or equivalent
• Previous experience working within client administration
• Experience of supporting Investment Managers/ Wealth Management team
• Knowledge of ISAs, GIAs, Investments
• Ability to work under pressure and to prioritise work.
• A strong ethic of client service.
• Excellent communication skills both written and verbal, influencing and organisational skills.

Additional Information

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.

Videos To Watch
https://www.youtube.com/watch?v=9LUB_aFdHH4