Evelyn Partners in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, efficient client experience and involves preparing meeting packs, maintaining records, and liaising with operations.
The role starts with full-time in-office attendance for 6 months, then becomes hybrid (3 days in office, 2 at home).
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Client Success Administrator - Financial Planning (Hybrid) in Newcastle upon Tyne 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.
