Client Admin & Wealth Planning Support

Client Admin & Wealth Planning Support

Full-Time On-site
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Evelyn Partners is seeking a Client Administrator in Belfast to provide full administrative support to Financial Planners, fostering strong client relationships and delivering a smooth client experience.

The role includes a six-month probation in-office, followed by a smart working pattern of three days in the office and two days remote. Candidates should have experience in wealth management and client support, with knowledge of ISA/SIPP products.

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Client Admin & Wealth Planning Support 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.

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Contact Details:

Evelyn Partners Recruitment Team