Financial Planning Client Administrator

Evelyn Partners is seeking a talented individual to join their Financial Planning team in Leeds as a Client Administrator. The role will involve providing administrative support to Financial Planners, ensuring client satisfaction, and working in a fast-paced and dynamic team.

Requirements

• Hold GCSE Maths and English (9-4 / A-C grades) or equivalent
• Previous administrative experience working within financial services
• Previous experience working in wealth management/ financial services industry
• Experience of working in personal injury/ court of protection client work would be an advantage
• Gained experience of processing new business, transfers, preparing meeting packs
• Ability to work under pressure and to prioritise work

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