For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
We’re seeking an ambitious individual to join our Wealth Management team in Dublin. You will be responsible for providing full administrative support to 1 to 2 Investment Managers, as well as building relationships with clients to deliver a positive and sleek 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 excel in personal development. We encourage continuous professional development via ongoing studying and qualifications, and you will have the opportunity to collaborate with and learn from our team of experienced Investment Managers and Financial Advisers.
This is a hybrid working role with a requirement to be in the office 3 days per week.
Some of your responsibilities will be to:
* Work closely with the aligned Investment Managers to deliver excellent client outcomes.
* Build relationships with clients and maintain regular contact.
* Accurately process transactions and queries by following procedures correctly and meeting agreed deadlines.
* Review and update procedures and documentation.
* Maintain back-office systems and client records in line with 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).
Qualifications
To be successful in this role, you should have:
* 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 is preferred.
* Desirable to hold the QFA Certificate in Professional Financial Advice or be studying towards it.
* Excellent communication skills, both written and verbal, along with influencing and organisational skills.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
* Private medical insurance.
* Life assurance.
* Pension contribution.
* Generous holiday package.
* Option to purchase additional holiday.
* Shared parental leave.
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 your needs throughout the application process. Please let your Recruiter know.
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