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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
What will you be doing?
To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
Some of your responsibilities will be to:
To be successful in this role, you should have:
As a colleague here at Evelyn Partners, you will have access to benefits that include:
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.
Full Time
$118k-157k (estimate)
05/03/2024
07/01/2024
The job skills required for Client Administrator include Presentation, Communication Skills, Initiative, Innovation, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Administrator positions, which can be used as a reference in future career path planning. As a Client Administrator, it can be promoted into senior positions as an Account Manager V that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Administrator. You can explore the career advancement for a Client Administrator below and select your interested title to get hiring information.