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20 evelyn Partners jobs in England & Wales

Senior Associate Investme...

Salary not available. View on company website.

evelyn Partners, Bassishaw, City and County of the City of London

  • Full time
  • Permanent

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Posted today, 27 Feb

Graduate Programme, Audit...

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evelyn Partners, Leeds

  • Full time
  • Permanent

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Posted 1 day ago, 26 Feb

Sales Enablement Executiv...

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evelyn Partners, City of Westminster

  • Full time
  • Permanent

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Posted 1 day ago, 26 Feb

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evelyn Partners jobs England & Wales

Graduate Programme, Accou...

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evelyn Partners, City Centre, Manchester

  • Full time
  • Permanent

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Posted 1 day ago, 26 Feb

Client Administrator FTC ...

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evelyn Partners, Guildford

  • Full time
  • Temporary

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Posted 1 day ago, 26 Feb

Client Administrator

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evelyn Partners, City of Westminster

  • Full time
  • Permanent

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Posted 1 day ago, 26 Feb

Audit Manager - Technical...

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evelyn Partners, Bedford Place, City of Southampton

  • Full time
  • Permanent

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Posted 4 days ago, 23 Feb

Audit Manager - Technical...

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evelyn Partners, City of Westminster

  • Full time
  • Permanent

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Posted 4 days ago, 23 Feb

Reward Business Partner

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evelyn Partners, Bassishaw, City and County of the City of London

  • Full time
  • Permanent

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Posted 5 days ago, 22 Feb

Paraplanner

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evelyn Partners, Bracknell, Bracknell Forest

  • Full time
  • Permanent

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Posted 6 days ago, 21 Feb

Audit Assistant Manager

Salary Not Specified

evelyn Partners, Newcastle upon Tyne

  • Full time
  • Permanent

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Posted 1 weeks ago, 19 Feb

Corporate Finance Analyst

Salary not available. View on company website.

evelyn Partners, City of Westminster

  • Full time
  • Permanent

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Posted 1 weeks ago, 17 Feb

Sales Enablement Executiv...

Salary Not Specified

evelyn Partners, Bassishaw, City and County of the City of London

  • Full time
  • Permanent

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Posted 1 weeks ago, 16 Feb

Service Delivery Manager

Salary Not Specified

evelyn Partners, Liverpool

  • Full time
  • Temporary

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Posted 1 weeks ago, 15 Feb

Operations Executive - St...

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evelyn Partners, Liverpool

  • Full time
  • Temporary

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Posted 1 weeks ago, 14 Feb

Director Financial Planni...

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evelyn Partners, City of Westminster

  • Full time
  • Permanent

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Posted 2 weeks ago, 13 Feb

IFA Client Administrator

Salary not available. View on company website.

evelyn Partners, Birmingham

  • Full time
  • Permanent

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Posted 2 weeks ago, 13 Feb

Assistant Manager

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evelyn Partners, Bassishaw, City and County of the City of London

  • Full time
  • Permanent

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Posted 2 weeks ago, 9 Feb

Paraplanner

Salary Not Specified

evelyn Partners, Manchester

  • Full time
  • Permanent

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Posted 2 weeks ago, 8 Feb

Team Administrator

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evelyn Partners, Newcastle upon Tyne

  • Full time
  • Permanent

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Posted 2 weeks ago, 8 Feb
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Senior Associate Investment Management Administrator

Salary not available. View on company website.

evelyn Partners, Bassishaw, City and County of the City of London

  • Onsite working
  • Full time
  • Permanent

Posted today, 27 Feb

Job ref: 3df48b256aa44c0bbf548ae4926fcf13

Full Job Description

We're seeking an individual to join our Wealth Management team in London. 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. You will working in a team that supporting £400 million of assets that is split between at team of 12. You will be providing full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. As a Senior Associate you will be a role model and mentor to team members you will be the go-to person within the team., As a Senior Associate 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, should this be your desire, as 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 4 day per week. As a Senior Associate Client Administrator your responsibilities will include among others:

  • To work closely with the aligned 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.

    To be successful in this role, you should
  • Proven experience working in the financial services industry.
  • Previous experience working in a similar role.
  • Previous experience in Managing upwards
  • Strong (verbal and written) communication skills with an ability to build relationships
  • Excellent attention to detail
  • The ability to fully plan workload and display excellent organisational skills.
  • Support to others and be a role-model to others

    For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we're dedicated to making that a reality.
  • Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependent)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
  • Fully funded training towards professional qualifications
  • Cycle to work scheme
  • Season ticket loan
  • Eye care support
  • We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.
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Direct job link

www.jobs24.co.uk/job/senior-associate-investment-management-administrator-124690348
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