Evelyn Partners is seeking an organised administrator to provide full administrative support to Financial Planners within our wealth management team. You will handle client communications, maintain records, and help ensure regulatory standards are met.
The role emphasises high-quality client service, accurate data handling, and effective collaboration with colleagues. A degree is ideal but not essential, with opportunities for development and progression within a supportive hybrid-working
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Hybrid Financial Planning Administrator | Client Service in Exeter 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 and entrepreneurial work environment that fosters professional growth and collaboration. Our commitment to employee development is reflected in our comprehensive benefits package, including private medical insurance, generous holiday allowances, and fully funded training towards professional qualifications. Join us in a culture that values diversity and inclusion, where you can thrive while making a meaningful impact in the real estate sector.
