Evelyn Partners in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, efficient client experience and involves preparing meeting packs, maintaining records, and liaising with operations.
The role starts with full-time in-office attendance for 6 months, then becomes hybrid (3 days in office, 2 at home).
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Newcastle upon Tyne
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support…
Leeds
Evelyn Partners in Leeds is seeking a Client Administrator to support Financial Planners and ensure an exceptional client journey.
Exeter
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support…
London
In this Client Administrator role, you’ll provide comprehensive admin support to Financial Planners and nurture client relationships to deliver a…
London
In this role you support Financial Planners to deliver a seamless client experience and contribute to Evelyn Partners’ client-centric mission.
Birmingham
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support…
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