At a Glance
- Tasks: Provide essential admin support and maintain client records in our CRM.
- Company: Evelyn Partners, a leading financial planning firm in Edinburgh.
- Benefits: Hybrid work model, competitive salary, and supportive team environment.
- Other info: Great opportunity for career growth in the financial sector.
- Why this job: Join a dynamic team and make a real difference in client service.
- Qualifications: Proactive attitude and strong organisational skills required.
The predicted salary is between 29250 - 35750 £ per year.
Evelyn Partners in Edinburgh is seeking a proactive Client Administrator to join the Financial Planning team. You will provide essential administrative support, schedule meetings, and maintain accurate client records in our CRM, while ensuring regulatory compliance.
Initially a full-time office role for 6 months, it will transition to a hybrid arrangement (3 days in the office, 2 days at home) after probation, with a focus on delivering excellent client service and efficient operation.
Client Administrator – Financial Planning (Hybrid) employer: SW Group
At S&W, we pride ourselves on being one of the UK’s top 10 fastest-growing accountancy firms, offering a dynamic work culture that fosters professional growth and collaboration. Our London office provides a supportive environment where employees are encouraged to develop their skills through comprehensive training and mentorship, while enjoying a competitive salary and generous benefits, including private medical insurance and a hybrid working model. Join us to be part of a diverse team dedicated to making a meaningful impact in the world of restructuring and recovery services.
