Evelyn Partners in Leeds is seeking a Client Administrator to support Financial Planners and ensure an exceptional client journey. You will manage client records, coordinate processing activities and assist with meetings and valuations, helping to drive operational efficiency.
The role starts in the office for a 6 month probation, then moves to our smart working pattern of 3 days in office and 2 days from home.
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Hybrid Client Administrator for Wealth Management in Leeds 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.
