At a Glance
- Tasks: Provide administrative support to Financial Planners and enhance client relationships.
- Company: Join Evelyn Partners Limited, a leader in financial planning.
- Benefits: Enjoy private medical insurance, life assurance, and generous holiday leave.
- Other info: Be part of a supportive team in a dynamic work environment.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in Financial Planning Client Administration and knowledge of financial products.
The predicted salary is between 25000 - 35000 £ per year.
Evelyn Partners Limited is seeking a Client Administrator to join their Financial Planning team in Bracknell. In this role, you will provide full administrative support to Financial Planners and build strong relationships with clients to ensure a positive client experience.
The ideal candidate will have previous experience in Financial Planning Client Administration and possess strong knowledge of financial products.
You will have access to benefits such as private medical insurance, life assurance, and a generous holiday package.
Client Administrator - Financial Planning Support employer: Evelyn Partners Limited
Evelyn Partners Limited is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. Located in Bracknell, the company provides comprehensive benefits including private medical insurance and life assurance, alongside a generous holiday package, making it an attractive place for those seeking a rewarding career in financial planning.
