Evelyn Partners in Bracknell is seeking a Client Administrator to provide full administrative support to Financial Planners and to build strong relationships with clients for a positive, streamlined service.
The role is office-based with a six-month probation, then moving to a hybrid pattern of three days in the office and two days at home. You will prepare meeting packs, maintain client records and liaise with operations to support client outcomes.
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Hybrid Client Admin for Wealth Planning Success in Bracknell employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
