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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.

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.
Process cash transfers, foreign exchange transactions, and monitor client account balances.
Process all business in accordance with required processes and proactive pipeline management, including establishing new accounts and collating AML documentation.
Identify and report risks, breaches, or errors, ensuring risks are logged through to mitigating actions and controls.
Encourage client use of the portal and other digital tools, providing guidance.
Collaborate and share best practices with colleagues.

Requirements

GCSEs (or equivalent) at Grade C/4 or above, including English and Maths.
Proven administrative/client service experience within wealth management.
Experience using XPlan and/or Avaloq systems would be advantageous.
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.

Skills

Administrative support
Client service
Wealth management
XPlan
Avaloq
Client relationship management
System maintenance
Regulatory compliance
Communication
Influencing
Organization
Problem-solving

Location

London

Work Type

Fixed term contract: 12 months
Hybrid working model (role dependant)

Education Level

GCSEs (or equivalent) at Grade C/4 or above, including English and Maths.

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