Wealth manager Work, Jobs in Denmead, Ham (with Salaries)

Client Administrator
Evelyn Partners —Southampton
- Full-time
- Hybrid work
- Administrative experience
- No degree
- Organisational skills
Quick apply
7d
E&P Site Manager
Octavius Infrastructure —Winchester
- Full-time
- Project management
- Construction experience
- Annual leave
Corporate Tax Senior Associate / Assistant Manager
BDO —Southampton
- Full-time
- Leadership
- Tax experience
Retail Sales Advisor
Brewers Decorator Centres —Alton
- £22,430 a year
- Customer service
- Communication skills
- Employee assistance programme
5d
Care Supervisor
McCarthy & Stone —Chichester
- £15.75 an hour
- Full-time
- In-person
- Employee discount
- Life insurance
Quick apply
12d
Java Developer
Brunswick Corporation —Southampton
- Full-time
- Java
- JavaScript
- Travel
Transaction Services Director
BDO —Southampton
- Full-time
Category Manager
Parker Hannifin Corporation —Fareham
- Full-time
- English
- Project management
- Bachelor's degree
- Free parking
- Employee assistance programme
Care Assistant
McCarthy & Stone —Alton
- £13.70 an hour
- Part-time
- Employee assistance programme
- Employee discount
Quick apply
14d
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
R&D Assistant Manager
BDO —Southampton
- Full-time
- Tax experience
Mortgage Advisor
OneDome —Southampton
- Full-time
- Communication skills
Quick apply
Flexi Area Nursery Support Practitioner Salisbury
Storal —Winchester
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
12d
Flexi Area Nursery Support Practitioner Winchester
Storal —Winchester
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Workshop Service Engineer
Nationwide Platforms —Southampton
- Monday to Friday
- Microsoft Outlook
Chief Engineer
Parker Hannifin Corporation —Fareham
- Full-time
- Oracle
- SDLC
- Free parking
- Employee assistance programme

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E&P Site Manager
Octavius Infrastructure —Winchester
Maintaining accurate site records, permits, reports and digital project documentation. Familiarity with digital project management platforms such as Procore,…

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Client Administrator

Evelyn Partners -
Southampton

Quick apply

Job details

Full-time
7 days ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Administrative experience
Organisational skills
Communication skills

Full job 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

Job Purpose
To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Key Responsibilities

To work closely with the aligned Investment Managers to deliver excellent client outcomes.
To build relationships with clients and maintain regular contact.
Maintain back-office systems and client records in line with the company policies.
Request policy information from third party policy providers if applicable.
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.
Preparation of meeting packs and valuations (as required).
Assist investment managers in the preparation of new business pitches and presentations.
Deal with cash transfers, foreign exchange transactions and monitoring of account balances for clients.
Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls.
To encourage client, use of portal and other digital tools, provide guidance where required.
To collaborate and share best practices with colleagues.

Qualifications

Skills, Experience & Qualifications

Excellent standard of education, ideally degree qualified but not essential.
Proven experience working in the wealth management industry
Experience working within an administrative role
A strong ethic of client service.
Ability to work under pressure and to prioritise work.
Excellent communication skills both written and verbal, influencing and organisational skills.
Ability to use judgement and reasoning to propose solutions to problems.
Experience of using XPlan

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.

Quick apply

Refine Your Search

wealth manager jobs in denmead, ham

Client Administrator

E&P Site Manager

Corporate Tax Senior Associate / Assistant Manager

Retail Sales Advisor

Care Supervisor

Java Developer

Transaction Services Director

Category Manager

Care Assistant

Paraplanner

R&D Assistant Manager

Mortgage Advisor

Flexi Area Nursery Support Practitioner Salisbury

Senior Paraplanner

Flexi Area Nursery Support Practitioner Winchester

Workshop Service Engineer

Chief Engineer

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