Client Support Administrator at Evelyn Partners

City of London, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

0.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client support, Data management, Workflow management, Due diligence, Capacity planning, Billing processes, Communication skills, Organizational skills, Literacy, Numeracy, Stakeholder management, Financial information gathering, Onboarding, Reporting

Industry

Financial Services

Description

Company Description At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary. Job Description What will you be doing? We’re seeking a Client Support Administrator to join our R&D Tax Team in London, which is responsible for helping a diverse range of clients access government incentives that encourage investment in R&D and drive technological progress. You'll be client facing, working alongside our specialist consultants to ensure smooth delivery of complex engagements, including requesting data from client teams, scheduling meetings and site visits, supporting with data management, managing client take on and due diligence procedures, overseeing workflow management across the portfolio and supporting with billing processes. You will be joining a fantastic work environment and a growing team with a strong entrepreneurial culture. You will benefit from working with industry-leading R&D tax specialists, as well as collaborating with established experts from other Business Tax service lines. The team has a strong learning and development framework in place, meaning you will benefit from a knowledge sharing environment, giving you the opportunity to broaden your skill set as well as strengthening your core technical skills. Qualifications As Client Support Administrator, your responsibilities will include among others Management of engagements in capacity planning tools, scheduling of resources and reporting on capacity and resourcing. Updating engagement progress and billing trackers, running weekly stand ups to track progress and ensure engagements delivered on time. Tracking statutory deadlines and sending reminders. Preparing and sending kick off packs to client stakeholders, scheduling site visits and technical interviews with clients in line with engagement milestones and capacity data. Preparing information requests and monitoring technical and financial information gathering from clients. Supporting onboarding, remediation and engagement letter processes. Raising invoices and chasing debtors, managing R&D billing milestones and ensuring lockup and cash collection is prioritised. The role will involve a significant amount of direct client interaction, including dealing with clients by telephone, e-mail, face to face and in writing. Skills and Experience To be successful in this role, you should Have relevant experience gained within either the financial or professional services industry Demonstrate a good knowledge of non-technical issues relating to the business conducted by S&W Possess strong communication and organisational skills Have strong literacy and numeracy skills Have ability to work on own initiative initiative and be accountable to multiple deadlines and stakeholders Have ability to work well in a high performing team and to effectively prioritise work Additional Information As a colleague here at S&W 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 Fully funded training towards professional qualifications Cycle to work scheme Season ticket loan Eye care support We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W 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 workplace 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: London (Gresham Street)

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Responsibilities

The Client Support Administrator will manage engagement workflows, capacity planning, and billing processes for the R&D Tax team. They will also serve as a primary point of contact for clients, handling information requests, scheduling meetings, and supporting onboarding procedures.