At a Glance
- Tasks: Provide administrative support to Financial Planners and manage client relationships.
- Company: Evelyn Partners, a leading firm in Wealth Management & Planning.
- Benefits: Hybrid working, competitive salary, and a supportive team environment.
- Other info: Opportunity for career growth in a reputable financial firm.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Strong organisational skills and a passion for client service.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners in the UK is seeking a Client Administrator to join our Financial Planning team.
You will provide full administrative support to Financial Planners and build strong relationships with clients to deliver a smooth, professional experience.
The role offers hybrid working after an initial probation period, with office time in Liverpool or other northern offices.
You will manage meeting packs, valuations, and back-office records while staying compliant with firm policies.
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Client Administrator — Wealth Management & Planning in Liverpool 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.
