Financial Planning Client Administrator
Evelyn PartnersLeeds, England, United Kingdom
Posted March 24, 2026
Full Time
About the Company
Evelyn Partners is a leading UK wealth management firm offering personalized financial planning and investment management services. Specializing in retirement planning, inheritance tax, employee benefits, charity investments, and online investing, the company empowers clients with expert advice across various financial needs. Driven by placing quality advice within reach of more people, Evelyn Partners stands out for its tailored approach and commitment to client success.
Job Description
Evelyn Partners is seeking a Client Administrator to join their Financial Planning team in Leeds, providing administrative support to Financial Planners and ensuring client satisfaction.
Requirements
- Hold GCSE Maths and English (9-4 / A-C grades) or equivalent
- Previous administrative experience working within financial services
- Previous administrative experience working in wealth management/ financial services industry
- Experience of working in personal injury/ court of protection client work
- Ability to work under pressure and to prioritise work
- Excellent communication and 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