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Private Client Administrator

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Evelyn Partners

19d ago

  • Job
    Full-time
    Mid Level
  • Dublin
  • Quick Apply

AI generated summary

  • You should have admin experience in wealth management, knowledge of financial products, support for senior management, proficiency in Xplan/Avaloq, and strong communication skills.
  • You will support Investment Managers, maintain client relationships, process transactions, update documentation, manage records, request policy info, and liaise with operational teams.

Requirements

  • Previous experience working within wealth management in an administrative support role
  • Experience and knowledge of financial products i.e. Pensions, ISAs, Investments, Bonds
  • Experience of supporting Senior Management and Investment Managers
  • Experience of providing end to end support
  • Experience using Xplan and/ or Avaloq would be preferred
  • Desirable to hold QFA Certificate in Professional Financial Advice or studying towards
  • Excellent communication skills both written and verbal, influencing and organisational skills.

Responsibilities

  • To work closely with the aligned Investment Managers to deliver excellent client outcomes.
  • To build relationships with clients and maintain regular contact.
  • Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.
  • Reviewing and updating procedures and documentation.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.

FAQs

What is the primary role of a Private Client Administrator at Evelyn Partners?

The primary role involves providing full administrative support to 1 to 2 Investment Managers and building relationships with clients to ensure a positive client experience.

What qualifications are needed for this role?

Candidates should have previous experience in wealth management in an administrative support role, knowledge of financial products, and good communication skills. Experience with Xplan or Avaloq is preferred.

Is there an opportunity for professional development in this position?

Yes, Evelyn Partners offers a structured training program, ongoing studying, and qualifications to support personal and professional growth.

What type of working model is offered for this position?

This position operates on a hybrid working model, requiring staff to be in the office 3 days per week.

What benefits are provided to employees in this role?

Employees receive a competitive salary, private medical insurance, life assurance, pension contributions, a generous holiday package, the option to purchase additional holiday, and shared parental leave.

Is experience with financial products necessary for this role?

Yes, experience and knowledge of financial products such as Pensions, ISAs, Investments, and Bonds are required.

Are there initiatives in place for diversity and inclusion?

Yes, Evelyn Partners is committed to diversity, equity, and inclusion, offering various initiatives and employee resource groups to support this.

Can accommodations be made during the application process?

Yes, reasonable adjustments can be made to accommodate individual needs throughout the application process.

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Evelyn Partners

Placing the power of good advice into more hands

Finance
Industry
1001-5000
Employees
1836
Founded Year

Mission & Purpose

At Evelyn Partners (formerly Tilney Smith & Williamson), their longstanding commitment has been to provide sound advice, empowering individuals and businesses to thrive. With nearly two centuries of experience, their mission is to democratise access to quality advice, ensuring it's available to all, regardless of financial status. As the UK's premier integrated wealth management and professional services group, they cater to diverse client needs, from individual wealth management to comprehensive business services. Through a personalised approach and deep understanding, they aim to support clients in achieving their most meaningful goals.

Culture & Values

  • Personal: 'we treat you as an individual'

    We are a people business at heart, and strive to deliver a friendly, inclusive and personalised service to all our clients, large and small.

  • Partnership: 'we go further together'

    We develop relationships that stand the test of time, spanning multiple generations. We partner across the full breadth of our expertise to create value for our clients, our company and society at large.

  • Performance: 'we strive for more'

    We are ambitious for our clients and for ourselves, so we aim to be a forward-thinking and innovative business that leads the way in the industry.

Benefits

  • Holidays

    Competitive annual leave allowance and access to additional holidays.

  • Benefits

    Income protection, life assurance, a generous pension scheme and much more.

  • Wellbeing

    Private medical insurance, discounts at over 3,000 gyms, studios, fitness centres and sports clubs across the UK, plus access to our Employee Assistance Programme and Cycle to Work scheme.

  • Family

    In addition to offering paid maternity leave, we also offer paternity, adoption and shared parental leave schemes.