Investment Management Client Administrator

Job description

Company Description 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 Description: This role will have a requirement of full time in office over the 6 month probationary period and then move onto a hybrid pattern for 4 days in office and 1 day working from home. Job Purpose: This role is to provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Qualifications: Key Responsibilities: - To work closely with the aligned Investment Managers to deliver excellent client outcomes. -...