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Evelyn Partners is 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?

The primary role of the client service administrator role is to provide core financial management admin support to partners and directors as well as the wider teams.   .

Some of your responsibilities will be to:

  • Collate and organise information for partners/directors to manage the financial management of their clients.
  • Develop and maintain effective relationships with the partners and directors by organising and running regular meetings to agree necessary WIP management action.
  • To manage the actions and provide the necessary business support in meeting billing targets and WIP management.
  • To prepare and ensure correct and consistent invoicing of clients.
  • To be the point of contact for all billing queries and resolve internal fee issues timely and efficiently.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Prioritise workloads to ensure all activities are met in a timely manner.
  • Become the point of contact for staff for maintaining client records within our practice management system.
  • To provide training for new staff on how to use the practice management system.

To be successful in this role, you should have:

  • Good academic record including 5 GCSEs (including English and Maths, and min AAA)
  • Good working knowledge of Microsoft Office packages e.g. Excel, Word, Adobe,
  • Experienced IT user with intermediate Excel skills
  • Strong numerical skills, able to demonstrate understanding of financial terms
  • Exceptional organisational skills with the ability to prioritise and multitask
  • Team player, but with the ability to work and manage their own work
  • Strong communication skills
  • Ability to liaise with senior members of the business in a confident and professional manner
  • Strong attention to detail and accuracy for all record keeping and reporting.

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 dependent)
  • 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.