At a Glance
- Tasks: Provide essential admin support to Financial Planners and enhance client experiences.
- Company: Evelyn Partners, a leading wealth management firm in the UK.
- Benefits: Hybrid working model, competitive salary, and excellent benefits.
- Other info: Great growth opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning admin and strong client service skills.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners, a leader in wealth management in the UK, is seeking a Client Administrator to join our Financial Planning team. This role is critical in providing full administrative support to Financial Planners, ensuring a positive experience for clients.
The ideal candidate will have previous experience in financial planning client administration, a solid understanding of financial products, and a commitment to client service. This position also offers a hybrid working model, competitive salary, and excellent benefits.
Client Planning Administrator — Hybrid & Growth Path in Bracknell employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development within the wealth management sector. With a hybrid working model, competitive salary, and comprehensive benefits, employees enjoy a supportive environment that fosters collaboration and innovation, making it an ideal place for those seeking meaningful and rewarding careers in financial planning.
