At a Glance
- Tasks: Provide admin support to ensure client satisfaction and assist Financial Planners.
- Company: Evelyn Partners Limited, a leading firm in Wealth Planning.
- Benefits: Hybrid work model, full training, and supportive team environment.
- Other info: Opportunity for career growth in a reputable financial planning firm.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners Limited in Leeds is seeking a dedicated individual to join our Financial Planning team. This role requires providing comprehensive administrative support to ensure client satisfaction and maintain effective communication with clients and operational colleagues.
The position starts as a full-time role during training, transitioning to a hybrid model with 3 days in the office and 2 days working from home. You will be responsible for managing client records and assisting Financial Planners with various tasks.
IFA Client Administrator — Wealth Planning Support (Hybrid) in Leeds employer: Evelyn Partners Limited
Evelyn Partners Limited is an exceptional employer that prioritises employee development and well-being, offering a supportive work culture in the heart of Leeds. With a hybrid working model, employees enjoy the flexibility of balancing office and home life while being part of a dynamic Financial Planning team that fosters growth and collaboration. The company is committed to ensuring client satisfaction, making it a rewarding environment for those looking to make a meaningful impact in wealth planning.
