At a Glance
- Tasks: Support Financial Planners and ensure client satisfaction through direct contact.
- Company: Evelyn Partners, a leading firm in wealth planning.
- Benefits: Hybrid working, competitive hours, and a focus on client service.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Organisational skills and a strong client-service mindset.
The predicted salary is between 25000 - 35000 £ per year.
Evelyn Partners in Leeds is seeking an organised administrator to provide full support to Financial Planners, ensuring client satisfaction through direct contact with clients and colleagues.
You will maintain back‑office systems, prepare meeting packs, handle AML documentation, and help manage regulatory standards with accuracy.
Hybrid working available; 37.5 hours per week with a strong client-service mindset.
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Wealth Planning Client Admin (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.
