Client Administrator

What will you be doing?

We’re seeking for a client focused individual to join our team in Bristol, you will be responsible for providing full administrative support to the team, 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 & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

This is a hybrid working role with a requirement to be in the office 3 days per week.

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

• To work closely with the aligned Financial Planners and/or 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.
• 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.

Skills and Experience

To be successful in this role, you should

• Previous experience within wealth management
• Have previous administrative experience 
• An ambition to build a career within financial services firm, with a willingness to learn and develop  
• A strong ethic of client service. 
• Strong communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills.
• Ability to use judgement and reasoning to propose solutions to problems. 
• Knowledge of Investments, Pensions and Life Assurance preferred

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 dependant)
• 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 feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.