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Client Administrator - Investment Management, Birmingham
Location: Birmingham, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference:
ae7faf5a3392
Job Views:
11
Posted:
12.08.2025
Expiry Date:
26.09.2025
Job Description:
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 structured training programmes, ongoing studying, and qualifications. You will collaborate with experienced Investment Managers and Financial Advisers to learn and develop your skills.
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 and maintaining relationships with clients
* Coordinating with operational teams for activities such as scripts, transfers, corporate actions, and data changes
* Preparing meeting packs and valuations
* Supporting investment managers in preparing pitches and presentations
* Maintaining back-office systems and client records in line with company policies
Skills and Experience
To succeed, you should have:
* Experience in the financial services industry with investment management background
* Ambition to develop a career in financial services
* A strong client service ethic
* Excellent verbal and written communication skills
* Strong organizational skills and workload planning ability
* Judgment and problem-solving skills
Desired:
* Knowledge of Investments, Pensions, and Life Assurance is preferred
Additional Benefits:
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working (role dependent)
* Generous holiday package and option to purchase additional leave
* Shared parental leave
We value diversity and are committed to creating an inclusive environment. Reasonable adjustments are available during the application process upon request.
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