At a Glance
- Tasks: Support Financial Planners and ensure top-notch client service and compliance.
- Company: Evelyn Partners, a leader in wealth management with a focus on teamwork.
- Benefits: Competitive salary, flexible hours, and opportunities for professional growth.
- Other info: Collaborative environment with potential for career advancement.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 25000 - 35000 £ per year.
Evelyn Partners is seeking an administrator to provide full support to Financial Planners, ensuring excellent client service and regulatory compliance.
You will work directly with clients and internal teams to manage records, processes and communications.
The role emphasizes accurate data handling, proactive service, and collaboration across departments to deliver high-quality client outcomes.
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Client Services Administrator - Wealth Management in Ledston 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.
