Description

Evelyn Partners are the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual

Partnership — we go further together

Performance — we strive for more

 

What will you be doing?

We’re seeking a talented individual to join our Monitoring Trustee Services team in London.

Competition authorities such as the European Commission and the Competition and Markets Authority sometimes rule that a monitoring trustee be appointed to ensure that a business complies with its obligations. Whether this is as part of a merger clearance or a market investigation, the process can be costly and time consuming.

Reducing the burden this can impose on a business requires a monitoring trustee with the experience to understand the market and how the regulator works, the breadth of knowledge to keep costs down and the commercial know-how to get the job done with minimal disruption.

As Administrator, some of your responsibilities will include:

 

  • Preparation of documents as directed by Head of MT services
  • Attend client meeting calls, when required to be used for reporting to clients and regulators
  • Record all time spent on jobs and complete timesheets on a weekly basis with supporting data/narrative of work undertaken
  • Monitor WIP for various MT clients
  • Preparing timesheet for particular projects before billing is raised (liaising with contractors where necessary) for review by MT leadership team
  • Raise fee notes for Partner approval and monitor outstanding fees
  • Collate expense claims for MT Partner to report to client, where required
  • Assist with any other ad-hoc client related chargeable tasks
  • Logging all incoming documents in relevant project folders, where required and assist with report QA
  • Monitor client queries and assist the MT team with resolving them effectively
  • Monitor and communicate the progress of client work with the appropriate internal team
  • Respect client confidentiality
  • Maintain good timekeeping and are flexible in order to meet business needs
  • Respond appropriately and promptly to client demands, ensuring information provided is clear and accurate for review by MT leadership team
  • Maintains a high level or awareness and demonstrates a sound understanding of the group’s risk management framework and procedures and how they are applied
  • Assist in coordinating diaries when the MT leadership has site visit with client
  • Assist with new client take-on procedures, including research and obtaining the relevant AML documentation, for Partner review

 

To be successful in this role, you should have:

 

  • Detailed knowledge of Word, Excel and PowerPoint
  • Fast and accurate audio and copy typing (minimum 60wpm tested)
  • Excellent communication skills
  • Ability to work well in a pressurised environment with the ability to prioritise work
  • Team player
  • Abilityty to work using own initiative

 

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 value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.