Client Administrator

Evelyn Partners is a UK leader in wealth management providing personalised investment management and financial planning advice to clients. As a Client Administrator, you will provide administrative support to Financial Planners and build relationships with clients to deliver a positive client experience.

Requirements

• Experience working within Financial Planning Administration
• Strong knowledge of financial products
• An ambition to build a career within financial services firm, with a willingness to learn and develop
• Strong ethic of client service
• Strong communication skills with an ability to build relationships
• The ability to fully plan workload and display excellent organisational skills

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