Investment Portfolio Administrator

3 weeks ago


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

Evelyn Partners Fund Solutions Limited, a leading integrated wealth management and professional services group in the UK, seeks an ambitious individual to join their Investment Management team in London.

Job Overview

This is a fantastic opportunity for career advancement in investment management. As a Portfolio/Client Administrator, you will provide administrative support to Investment Managers while building relationships with clients to deliver exceptional client experiences.

You will work closely with aligned Investment Managers to achieve excellent client outcomes, process deals under supervision, and assist in preparing new business pitches and presentations. Additionally, you will maintain back-office systems and client records according to company policies.

A strong background in portfolio/client administration and experience supporting Investment Managers or Wealth Management teams are essential qualifications for this role.

Responsibilities
  • Provide administrative support to Investment Managers
  • Build and maintain relationships with clients
  • Process deals with supervision
  • Assist in preparing new business pitches and presentations
  • Maintain back-office systems and client records

About Evelyn Partners

Evelyn Partners is the UK's leading integrated wealth management and professional services group, boasting over 186 years of experience in helping generations thrive. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Benefits
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
Estimated Salary: £35,000 - £45,000 per annum

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