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About the Role
Provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact and adherence to regulatory standards. Serve as a role model and mentor to team members.
Responsibilities
- Work closely with Investment Managers to deliver excellent client outcomes.
- Build relationships with clients and maintain regular contact.
- Maintain back-office systems and client records in line with company policies.
- Request policy information from third-party policy providers.
- Liaise with operational teams for support on activities such as scripts, transfers, corporate actions, and static data changes.
- Assist investment managers in preparing new business pitches and presentations.
- Handle cash transfers, foreign exchange transactions, and monitor client account balances.
- Process all business according to required procedures, including establishing new accounts and collating AML documentation.
- Identify and report risks, breaches, or errors, ensuring mitigation actions and controls are in place.
- Encourage client use of the portal and digital tools, providing guidance.
- Collaborate and share best practices with colleagues.
- Provide training and coaching to new and existing administrators.
- Offer day-to-day guidance and act as the primary contact for process or technical issues.
Requirements
- Proven experience working in the wealth management industry.
- Experience providing direct support to Advisors/Investment Managers.
- Experience handling transfers, corporate actions, dealing, and settlements.
- A strong ethic of client service.
- Ability to work under pressure and prioritize work.
- Excellent communication, influencing, and organizational skills.
- Ability to use judgment and reasoning to propose solutions to problems.
- Ability to coach and mentor team members.
Skills
- Excellent communication skills
- Influencing skills
- Organizational skills
- Judgment and reasoning
- Coaching
- Mentoring
Location
- London
Work Type
- Hybrid working model (role dependant)
Experience Level
- Proven experience working in the wealth management industry
- Experience of providing direct support to Advisors/ Investment Managers
- Experience of handling transfers, corporate actions, dealing and settlements
Education Level
- Excellent standard of education, ideally degree qualified but not essential
Salary/Compensations
- Competitive salary
Benefits
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
About the Company
- Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice.
- 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.
Equal Opportunity
- 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.