Evelyn Partners is seeking a capable administrative professional to support Financial Planners and Investment Managers. You will maintain client records, handle communications, and assist with pitches and presentations to help deliver excellent client outcomes.
You will work closely with investment teams, manage back-office processes, and coach newer staff while upholding regulatory standards. The role offers a hybrid working model and a supportive environment.
#J-18808-LjbffrClient Services Lead for Financial Planning (Hybrid) employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
