Private Client Administrator
9 hours ago
What will you be doing?
We’re seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support 1 to 2 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 will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 days per week.
Some of your responsibilities will be to:
- To work closely with the aligned Investment Managers to deliver excellent client outcomes.
- To build relationships with clients and maintain regular contact.
- Accurately processing transactions and queries by following procedures correctly and meeting agreed deadlines.
- Reviewing and updating procedures and documentation.
- 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.
To be successful in this role, you should have:
- Previous experience working within wealth management in an administrative support role
- Experience and knowledge of financial products i.e. Pensions, ISAs, Investments, Bonds
- Experience of supporting Senior Management and Investment Managers
- Experience of providing end to end support
- Experience using Xplan and/ or Avaloq would be preferred
- Desirable to hold QFA Certificate in Professional Financial Advice or studying towards
- Excellent communication skills both written and verbal, influencing and organisational skills.
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.
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners
-
Private Client Advisor
9 hours ago
Dublin, Ireland 360 Search Full timeWe are recruiting for a Private Client Consultant to join our clients growing Wealth Team. You will work as part of a team of financial planning experts, working to provide expertise and support, working collaboratively with their investment and Private Client teams. With a need to bring an innovative and commercial skillset to create positive outcomes for...
-
Solicitor Tax, Private Clients
7 days ago
Dublin, Ireland Deloitte Ireland LLP Full timeDeloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...
-
Director, Private Equity
9 hours ago
Dublin, Ireland Hedgeserv Corp Full timeHedgeServ is a leading global fund administrator with more than $450 billion in assets under administration across all investment vehicles including Hedge Funds, Private Equity Funds, UCITS, Hybrid Credit Managers, Funds of Funds and Managed Account Platforms. We optimize our clients’ experience using unique proprietary technology coupled with robotic...
-
Apply Now: Tax Senior
9 hours ago
Dublin, Ireland Mazars Chartered Accountants Full timeForvis Mazars , the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...
-
[Urgent] Tax Senior Manager
9 hours ago
Dublin, Ireland Mazars Chartered Accountants Full timeForvis Mazars, the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...
-
[Urgent] Solicitor Tax, Private Clients
9 hours ago
Dublin, Ireland Deloitte Ireland LLP Full timeDeloitte is the biggest professional services Firm in the world and making an impact is more than just what we do: it's why we're here. We're driven to create positive progress for our clients, community, people, and the planet. This sense of purpose inspires us to work to the highest standards, to tackle the challenges that matter. The tax landscape is...
-
Finnish Client Services Administrator
9 hours ago
Dublin, Ireland Abrivia Recruitment Specialists Ltd. Full timeJob Title: Finnish Client Services Administrator Reports To: Team Supervisor Location: Dublin City Centre (100% onsite for training, then hybrid) (Mon-Fri standard hours) Model: Full time permanent position, fully onsite during probation period and hybrid model after this point Benefits: Pension, Healthcare, Profit Share, Risk Benefits, Holidays,...
-
Italian Private Client Advice Associate
9 hours ago
Dublin, Ireland Fisher Investments Europe Full timeOverview: The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...
-
Swedish Private Client Advice Associate
9 hours ago
Dublin, Ireland Fisher Investments UK Full timeOverview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As a Swedish PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellors in providing...
-
▷ Only 24h Left: Tax Assistant Manager
9 hours ago
Dublin, Ireland Mazars Chartered Accountants Full timeForvis Mazars , the smart choice Forvis Mazars in Ireland is a leading professional services firm with ambitious growth plans and over 800 staff based in Dublin, Galway and Limerick. We are an integral part of Forvis Mazars Group, an internationally integrated partnership with over 50,000 professionals operating in over 100 countries and territories around...
-
Private Assets Fund Controller
9 hours ago
Dublin, Ireland The Panel Group Full timeThe Panel is currently engaged to source a Private Assets Fund Controller on behalf of a reputable global Investment Manager in Dublin city centre on a permanent basis In this role you will be responsible for assisting with day-to-day financial activities of newly created, regulated and unregulated investment funds managed by the company as well as designing...
-
Senior Bookkeeper
9 hours ago
Dublin, Ireland Walfrid Private Full timeCompany Overview: Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. Walfrid Private implement strategic plans with their clients to ensure they achieve financial...
-
Dublin, Ireland Forthright Case Management Llc Full timePrivate Assets Fund Controller Senior Manager – Investment Manager The Panel is currently engaged to source a Private Assets Fund Controller Senior Manager on behalf of a reputable global Investment Manager in Dublin city centre on a permanent basis. In this role, you will lead the fund accounting and financial reporting processes for the newly created...
-
Dublin, Ireland Quest Recruitment Full timeAbout the Team & Business Line: Fund Administration is a key business offering, and our alternative asset and accounting services are recognized as some of the most respected in the industry. We are committed to ongoing investments in learning and technology solutions to ensure our team is equipped to deliver a seamless client...
-
Newly Qualified Accountant
9 hours ago
Dublin, Ireland Walfrid Private Full timeCompany Overview: Walfrid Private is a Wealth Management firm based in Ballymount in Dublin 12. We assist Irish Company Directors, Business Owners and Entrepreneurs to reduce costs, reduce taxes and improve both business and personal financial performance. Walfrid Private implement strategic plans with their clients to ensure they achieve financial...
-
Private Markets Product
9 hours ago
Dublin, Ireland State Street International (Ireland) Ltd Full timePrivate Markets Product Development - EMEA, Vice President The Alternatives Product organization seeks a qualified leader with strong experience and interest in product solutions for Private Markets in EMEA. State Street is making a multi-year strategic investment in Private Markets and as we look to increase our footprint in the EMEA region, we need a...
-
Dublin, Ireland Fisher Investments UK Full timeOverview The Opportunity: The Private Client Advice (PCA) group evaluates client and prospect goals, risk profiles, current investment strategies and structures to determine suitable asset allocation and benchmark recommendations. As an Italian PCA Associate, you will support other team members, Analysts, Tied Agents and Investment Counsellor's in...
-
Dublin, Ireland Oliver James Associates Ltd. Full timeSenior Fund Accountant Our client prides themselves on fostering an open and progressive work environment and are seeking talented individuals to join their growing fund administration team. Their teams provide expertise and personalized support to deliver high-quality fund administration services and tailored global solutions. They are looking for a...
-
Dublin, Ireland MUFG Investor Services Full timeThe purpose of this position is to foster a client-centric culture within the firm, ensuring client satisfaction through an improved service model. Reporting to the Executive Director, you will: - Coordinate deliverables across operational teams. - Mitigate risks and strategize communication for incidents. - Engage in global projects to standardize and...
-
Client Experience Executive
9 hours ago
Dublin, Ireland Allied Irish Banks Full timeGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We’re proud to offer...