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.
We're looking for a Client Administrator to join our Client Delivery team within our Edinburgh office.
As a Client Administrator, you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for clients and internal stakeholders, you will provide comprehensive administrative and operational support throughout the client journey.
You will be responsible for managing client records, coordinating business processing activities, supporting meetings and reviews, and helping to drive operational efficiency while building trusted relationships with clients and colleagues alike.
This role will require full time in office through 6 month probation period and will then move onto our smart working pattern of 3 days in office and 2 days working from home.
We're looking for a proactive, client-focused professional who thrives in a fast-paced environment and is passionate about delivering exceptional service. You will bring strong organisational skills, attention to detail, and the ability to build lasting relationships with both clients and colleagues.
As a colleague here at Evelyn Partners, you will have access to benefits that include:
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 for your needs throughout the application process. Please let your Recruiter know.
Meet the people behind your future.
As a UK leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next.
It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.
