Client Administrator

Evelyn Partners

. Provide full administrative support to Investment Managers, ensuring seamless day-to-day operations and efficient workflow .

Posted 9/15/2026full-timeRemote • Edinburgh • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong administrative support capabilities, ensuring efficient workflow and compliance with regulatory standards in financial services. Proficient in managing client communications and maintaining accurate records while contributing to process improvements.

Highest-signal resume keywords

Administrative SupportClient CommunicationOrganisational SkillsAttention to DetailMS Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Administrative ExperienceClient Documentation PreparationRegulatory ComplianceData ProtectionCRM Systems Experience

Soft Skills

ProfessionalismEmpathyTime Management

Tools & Technologies

MS Office ApplicationsClient Databases

Certifications & Qualifications

Relevant Administrative Qualifications

Industry Keywords

Financial ServicesFinancial PlanningWealth Management

About the role

Key responsibilities & impact

Provide full administrative support to Investment Managers, ensuring seamless day-to-day operations and efficient workflow
Manage client communications and enquiries with professionalism and empathy
Maintain accurate and organised client records and documentation in compliance with regulatory standards and data protection requirements
Coordinate meetings, appointments, and events for Investment Managers and clients
Prepare and process client-related documentation, reports, and correspondence
Liaise between Investment Managers, clients, and operational colleagues
Monitor and track client matters, ensuring timely follow-up and resolution
Support maintenance of client databases and CRM systems
Contribute to continuous improvement of administrative processes and procedures
Assist with ad hoc projects and administrative tasks as required

Requirements

What you’ll need

Excellent standard of education, ideally degree qualified but not essential
Previous experience working within financial services, preferably within financial planning or wealth management supporting clients
Proven administrative experience
Strong organisational and time management abilities
Meticulous attention to detail and accuracy in all work
Proficiency with MS Office applications
Experience with CRM desirable but not essential
Relevant administrative or business qualifications desirable

Benefits

Comp & perks

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
Employee resource groups
Diversity, equity and inclusion initiatives
Reasonable adjustments throughout the application process