Evelyn Partners, a leading wealth manager in the UK, is seeking an organised administrator to support Financial Planners in Exeter. You will manage client records, handle AML documentation, and coordinate with back-office teams to ensure accurate, compliant processing of client cases.
In this role you will build strong relationships with clients, assist with meeting packs, valuations, and ensure smooth daily operations while upholding regulatory standards and high service levels.
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Birmingham
Wealth Management Administrator provides high-quality administrative and operational support to Wealth Planners in delivering excellent client…
Glasgow
Provide high-quality administrative and operational support to Wealth Planners in delivering excellent client outcomes.
Lancashire
We are recruiting on behalf of our client, a respected wealth management firm, for a Wealth Management Administrator to join their Wealth Planning…
London
In this role you support Financial Planners to deliver a seamless client experience and contribute to Evelyn Partners’ client-centric mission.
Exeter
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support…
Exeter
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support…
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