Client Administrator - 6 month FTC

CompanyEvelyn Partners

LocationBirmingham, England, United Kingdom

Posted At1/23/2026

UK Visa Sponsorship Analytics

Analytics are greyed out due to low classification confidence (39.0%).

Occupation Type

Other administrative occupations not elsewhere classified.

Occupation Code Skill LevelMedium Skilled

Sponsorship EligibilityIneligible for Sponsorship

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Description

Company Description

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.

Job Description

What will you be doing?

We’re seeking an ambitious individual to join our Investment Management team in Birmingham on a fixed term contract (6months) with potential of being extended. You will be responsible for providing full administrative support to 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’ll receive structured training, competency oversight, and ongoing support to grow personally and professionally. You’ll also be encouraged to pursue further qualifications and collaborate with experienced Investment Managers to enhance your development.

This role will have a requirement of full time in the office for 6 months and if role extended will move onto a hybrid role.

As Client Administrator, Your Responsibilities Will Include Among Others

Working closely with the aligned Investment Managers and Associate Investment Managers, to deliver excellent client outcomes
Building relationships with clients and maintain regular contact
Liaising with operational teams where support is provided on activities. e.g., Account opening, ISAs, transfers, client payments, static data changes, where applicable
Handling preparation of meeting packs and valuations as required
Assisting investment managers in the preparation of new business pitches and presentations, where applicable
Maintaining back-office systems and client records in line with the company policies

Qualifications

Skills and Experience

To be successful in this role, you should

Prior experience working within Financial Services is essential
Hold technical administrative experience
Have experience supporting clients queries and assisting through processes
Strong communication skills with an ability to build relationships
Knowledge of financial products i.e. ISAs, GIAs, Pensions, Investments, SIPPs

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

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

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.