Client Administrator at SW Group

Dublin, Leinster, Ireland -

Full Time

Start Date

Immediate

Expiry Date

23 Jun, 26

Salary

0.0

Posted On

25 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Administration, Investment Management Support, Client Relationship Building, Transaction Processing, Query Resolution, Procedure Reviewing, Documentation Maintenance, Back-office Systems Maintenance, Client Record Keeping, Liaison with Operational Teams, Communication, Organization, Technical Understanding, Problem-Solving, Pressure Handling, Professionalism

Industry

Financial Services

Description

Company Description Evelyn Partners Europe provides investment management and retirement advice to help clients embrace what’s next for them. We are a team of 15 professionals based in the heart of Dublin, in our modern office overlooking Stephens Green. We are regulated by the Central Bank of Ireland. Evelyn Partners Group Evelyn Partners Group is one of the largest UK and Ireland wealth managers ranked by client assets, collectively looking after £68.6bn of assets under management, (as at 31 December 2025), for our clients, which we've been doing for nearly 200 years. 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 We're seeking an ambitious individual to join our Wealth Management team in Dublin, you will be responsible for providing full administrative support for 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 Europe 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 Pension 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. Qualifications 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 an advantage Desirable to hold QFA Certificate in Professional Financial Advice or studying towards Excellent communication skills both written and verbal, influencing and organisational skills Key Competencies Client Focus Communication Organisation Technical Understanding Problem‑Solving Pressure Handling IT Skills Professionalism 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. Office Location: Dublin

Responsibilities

The Client Administrator will provide full administrative support for 1 to 2 Investment Managers while actively building relationships with clients to ensure a positive and sleek client experience. Key duties include accurately processing transactions, maintaining back-office systems, and liaising with operational teams regarding transfers and corporate actions.