Evelyn Partners, a leading wealth manager in the UK, is seeking an organised administrator to support Financial Planners in Exeter. You will manage client records, handle AML documentation, and coordinate with back-office teams to ensure accurate, compliant processing of client cases.
In this role you will build strong relationships with clients, assist with meeting packs, valuations, and ensure smooth daily operations while upholding regulatory standards and high service levels.
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Wealth Client Services Administrator in Exeter 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.
