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Financial Portfolio Coordinator

1 month ago

London, Greater London, United Kingdom Evelyn Partners Fund Solutions Limited Full time

We are seeking an ambitious individual to join our Wealth Management team in London as a Financial Portfolio Coordinator. In this role, you will be responsible for providing administrative support to Investment Managers and building relationships with clients to deliver a positive and sleek client experience.

This is a fantastic opportunity for career growth into Investment Management. You will work closely with Investment Managers to deliver excellent client outcomes, build relationships with clients, maintain regular contact, and assist with processing deals under their supervision.

As a Financial Portfolio Coordinator at Evelyn Partners Fund Solutions Limited, you will have access to a structured training program to excel in your personal development. This role offers a competitive salary of £45,000 - £50,000 per annum, plus benefits including private medical insurance, life assurance, pension contribution, generous holiday package, and option to purchase additional holiday time.

To succeed in this role, you should have previous experience working within portfolio/client administration and supporting Investment Managers/Wealth Management teams. You will also need to be able to maintain back-office systems and client records in line with company policies.