Client Administrator – Investment Management
What will you be doing?
We’re seeking an ambitious individual to join our Investment Management team in Birmingham. 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.
What’s in it for me?
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 & competency oversight to enhance your development. We encourage continuous professional development through ongoing studying and qualifications. You will also have the opportunity to collaborate with and learn from experienced Investment Managers and Financial Advisers.
This role offers a hybrid working arrangement, requiring presence in the office 3 days per week.
Responsibilities include:
* Working closely with Financial Planners and/or Investment Managers to deliver excellent client outcomes
* Building relationships with clients and maintaining regular contact
* Liaising with operational teams for activities such as scripts, transfers, corporate actions, static data changes, where applicable
* Preparing meeting packs and valuations as required
* Assisting investment managers in preparing new business pitches and presentations
* Maintaining back-office systems and client records in line with company policies
Skills and Experience
To be successful, you should have:
* Proven experience in the financial services industry with investment management experience
* Ambition to develop a career within a financial services firm, with a willingness to learn
* A strong client service ethic
* Excellent verbal and written communication skills
* Strong organizational skills and the ability to plan workload effectively
* Judgment and reasoning skills to propose solutions to problems
Desired Skills
* Knowledge of Investments, Pensions, and Life Assurance (preferred)
Additional Benefits
As part of Evelyn Partners, you will have access to benefits including:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contributions
* Hybrid working model (role dependent)
* Generous holiday package with options to purchase additional days
* Shared parental leave
We value diversity and are committed to creating an inclusive environment. We are happy to accommodate any reasonable adjustments needed during the application process.
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