Financial Planning Client Administrator

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

What will you be doing?

The Client Administrator will join our Client Admin Financial Planning team where you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client ...

Ready to Apply?

Submit your application today and join our talented team at Evelyn Partners.