Financial Planning Client Administrator – Hybrid & Growth in Newcastle upon Tyne

Financial Planning Client Administrator – Hybrid & Growth in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 25650 - 31350 Β£ / year (est.) Home office (partial)
Evelyn Partners

At a Glance

  • Tasks: Support Financial Planners and enhance client relationships for a seamless experience.
  • Company: Evelyn Partners, a dynamic firm focused on client satisfaction and growth.
  • Benefits: Hybrid work model, ongoing training, and career progression opportunities.
  • Other info: Enjoy a vibrant workplace with a focus on personal and professional development.
  • Why this job: Join a supportive team and make a real difference in clients' financial journeys.
  • Qualifications: Strong organisational skills and a passion for client service.

The predicted salary is between 25650 - 31350 Β£ per year.

Evelyn Partners is seeking a Client Administrator to provide comprehensive administrative support to Financial Planners and nurture client relationships to ensure a smooth, positive client experience.

Initially, you will work full-time in the office during a 6-month probation, then move to a hybrid pattern of 3 days in the office and 2 days at home, with ongoing training and progression opportunities across the team.

Financial Planning Client Administrator – Hybrid & Growth in Newcastle upon Tyne 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.

Evelyn Partners

Contact Details:

Evelyn Partners Recruitment Team

We think you need these skills to ace Financial Planning Client Administrator – Hybrid & Growth in Newcastle upon Tyne

Administrative Support
Client Relationship Management
Communication Skills
Organisational Skills
Attention to Detail
Time Management
Problem-Solving Skills