Wealth Management Client Admin - 12 Month FTC

Wealth Management Client Admin - 12 Month FTC

Full-Time No working from home possible
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Evelyn Partners is recruiting an efficient Administrative Support to Investment Managers on a fixed-term maternity contract (12 months) to ensure exceptional client service and smooth operations. You will maintain client records, support pitches, liaise with internal teams and ensure regulatory standards are met.

Ideal candidates will have wealth management experience, a strong client-service ethic, and excellent communication and organisational skills.

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Wealth Management Client Admin - 12 Month FTC 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.

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Contact Details:

Evelyn Partners Recruitment Team