Client Administrator

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.

Client Administrator – Wealth Management

What will you be doing?

We’re seeking an experienced individual to join our Wealth Management team in Glasgow.   You will provide full administrative support to Investment Managers, as well as processing transfers and delivering professional client experience.

What’s in it for me?

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 & Competency oversight to really excel. We also encourage continuous professional development via ongoing studying and qualifications and have a team of experienced Investment Managers and Financial Advisers to collaborate with and learn from.

Whilst there is flexibility in relation to your working hours, this is a full time, office based position.  

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.
• 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 using Xplan.

To be successful in this role, you should

• Proven experience working in the financial services industry - operations or front office 
• A strong ethic of client service. 
• Strong (verbal and written) communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills.
• Experience of Xplan financial software 
• Ability to use judgement and reasoning to propose solutions to problems. 
• Knowledge of Investments, Pensions and Life Assurance preferred
• Minimum Grade C in Maths (if associate)

Key Competencies

• Demonstrate an understanding of the regulatory Information Givers regime (including ESMA requirements)
• Describe the difference between providing advice and giving information
• Demonstrate an understanding of our Products and Services