Evelyn Partners in the United Kingdom is seeking an organised administrator to support Financial Planners and client service teams. You will handle client contact, maintain records, and support regulatory compliance.
You will work with the planning team to deliver accurate meeting packs, valuations, and AML documentation while upholding high standards of service and data integrity. Hybrid working applies, with opportunities for development in wealth management.
#J-18808-LjbffrWealth Client Administrator Hybrid - Elevate Client Service in Exeter 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.
