Client Administrator

🔥 14 hours ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🖥️ Administration

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Evelyn Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

⚖️ Legal

💸 Finance

💰 Private Equity Round on 2020-08

Consulting • Legal • Finance

Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.

📋 Description

• Provide full administrative support to Investment Managers, ensuring seamless day-to-day operations and efficient workflow • Manage client communications and enquiries with professionalism and empathy • Maintain accurate and organised client records and documentation in compliance with regulatory standards and data protection requirements • Coordinate meetings, appointments, and events for Investment Managers and clients • Prepare and process client-related documentation, reports, and correspondence • Liaise between Investment Managers, clients, and operational colleagues • Monitor and track client matters, ensuring timely follow-up and resolution • Support maintenance of client databases and CRM systems • Contribute to continuous improvement of administrative processes and procedures • Assist with ad hoc projects and administrative tasks as required

🎯 Requirements

• Excellent standard of education, ideally degree qualified but not essential • Previous experience working within financial services, preferably within financial planning or wealth management supporting clients • Proven administrative experience • Strong organisational and time management abilities • Meticulous attention to detail and accuracy in all work • Proficiency with MS Office applications • Experience with CRM desirable but not essential • Relevant administrative or business qualifications desirable

🏖️ Benefits

• Competitive salary • Private medical insurance • Life assurance • Pension contribution • Hybrid working model (role dependant) • Generous holiday package • Option to purchase additional holiday • Shared parental leave • Employee resource groups • Diversity, equity and inclusion initiatives • Reasonable adjustments throughout the application process