Investment Administrator

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

What will you be doing?

We're seeking an ambitious individual to join our Investment Management team in Glasgow, 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.

What's in it for me?

This is a fantastic opportunity if you're looking to progress your career further into Investment Management, this opportunity provides a wider role providing support on 1-2-1 basis with an Investment Manager while handling further responsibilities within Wealth Management.

As a 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 and Competency oversight to excel on your personal development.

This is a hybrid working role with a requirement to be in the office 3 days per week but initially through training and implementation this will be full time in the office.

As a 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.
• Assisting on processing deals with the supervision of the team
• 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

Qualifications

To be successful in this role, you should have:

• National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE in England
• Previous experience working within client administration
• Experience of supporting Investment Managers/ Wealth Management team
• Ability to work under pressure and to prioritise work.
• A strong ethic of client service.
• Excellent communication skills both written and verbal, influencing and organisational skills.