Evelyn Partners in Edinburgh is seeking a proactive Client Administrator to provide full administrative support to Financial Planners and ensure client satisfaction. You will handle scheduling, documentation, onboarding, and CRM updates, acting as a first point of contact for clients and colleagues.
Initially, you’ll work in the office for the first six months during probation, before moving to a hybrid pattern of three days in the office and two days working from home.
#J-18808-LjbffrWealth Planning Admin – Hybrid (Edinburgh) 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.
