Evelyn Partners in Leeds is seeking an capable Administrative Assistant to support Financial Planners and clients. You will manage client records, assist with AML compliance, and help maintain efficient back-office processes.
You will work closely with planners, handling inquiries, coordinating with providers, and coaching newer team members. The role offers hybrid working and a competitive benefits package aligned with UK wealth management standards.
#J-18808-LjbffrSenior Client Admin Specialist - Wealth Management (Hybrid) in Leeds 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.
