Evelyn Partners in Maidstone is seeking an energetic administrator to provide full support to our Financial Planners. The role begins with six months full-time in the office, then shifts to a hybrid pattern of three days in the office and two days working from home.
You will maintain client records, prepare meeting packs and valuations, assist with policy information requests, and ensure regulatory compliance.
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Client Administrator for Financial Planners – Hybrid in Maidstone 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.
