Client Administrator

Evelyn Partners is a UK leader in wealth management seeking a Client Administrator to provide administrative support to financial planners, manage client onboarding processes, and ensure client satisfaction through direct contact with clients and other operational colleagues.

Requirements

• National 5 (N5) Grade C or above in Maths and English (equivalent to GCSE)
• Previous administrative experience working within financial services
• Excellent organisational skills with the ability to prioritise tasks and manage time effectively
• Outstanding communication skills
• Understanding of financial planning and wealth management processes/products
• Adaptability and willingness to learn in a dynamic financial services environment

Benefits

• 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