At a Glance
- Tasks: Support Financial Planners and Investment Managers while ensuring client satisfaction.
- Company: Evelyn Partners, a leading UK wealth management firm.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Other info: Build lasting client relationships in a supportive environment.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Strong communication and organisational skills are a must.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners, a UK leader in wealth management, seeks an Administrator to support Financial Planners and Investment Managers, ensuring client satisfaction with regulatory-adherent operations.
You will build client relationships, maintain records, and liaise with policy providers and back-office teams.
Excellent communication and organisational skills are essential for success in this role.
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We think you need these skills to ace Wealth Management Client Support Specialist – Hybrid in Lincoln
Client Relationship Management
Regulatory Compliance
Communication Skills
Organisational Skills
Record Keeping
Liaison Skills
Attention to Detail
