Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. 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.
Job DescriptionWe are seeking an organised and detail-oriented Client Administrator to join either our team in Edinburgh or Aberdeen In this permanent position, you will provide comprehensive administrative support to our Investment Managers, ensuring exceptional client satisfaction through direct engagement and collaborative working with colleagues across the organisation. You will play a vital role in maintaining our high operational standards whilst adhering to all regulatory requirements.
- Provide full administrative support to Investment Managers, ensuring seamless day-to-day operations and efficient workflow
- Manage client communications and enquiries with professionalism and empathy, responding promptly to ensure client satisfaction
- Maintain accurate and organised client records and documentation, ensuring compliance with regulatory standards and data protection requirements
- Coordinate meetings, appointments, and events for Investment Managers and clients, managing schedules and logistics effectively
- Prepare and process client-related documentation, reports, and correspondence with meticulous attention to detail
- Liaise between Investment Managers, clients, and operational colleagues to facilitate clear communication and collaborative problem-solving
- Monitor and track client matters, ensuring timely follow-up and resolution of any issues or concerns
- Support the maintenance of client databases and CRM systems, ensuring data accuracy and accessibility
- Contribute to the continuous improvement of administrative processes and procedures, identifying opportunities for greater efficiency
- Assist with ad hoc projects and administrative tasks as required, demonstrating flexibility and a supportive approach to team needs
Skills, Experience & Qualifications
- Excellent standard of education, ideally degree qualified but not essential
- Previous experience working within financial services preferably within financial planning or wealth management supporting clients
- Proven administrative experience
- Strong organisational and time management abilities
- Meticulous attention to detail and accuracy in all work
- Proficiency with MS Office applications and experience with CRM
- (desirable but not essential) - Relevant administrative or business qualifications (desirable)
Additional Information
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.
Skills Required
- Excellent standard of education
- Degree qualification
- Previous experience in financial services, preferably financial planning or wealth management
- Proven administrative experience
- Strong organisational and time management abilities
- Meticulous attention to detail and accuracy
- Proficiency with Microsoft Office applications
- Experience with CRM systems
- Relevant administrative or business qualifications
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
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