Evelyn Partners in London is seeking a Client Administrator to provide comprehensive administrative support to Financial Planners and to help deliver a polished client experience.
You will join the Client Admin Financial Planning team, build relationships with clients, and coordinate with operations on scripts, transfers, and data changes, with a hybrid pattern after a 6‑month probation.
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Are you ready to take on the Wealth Planning Admin: Client Service & Growth role at Evelyn Partners?
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning Admin: Client Service & Growth role in the description above.
We appreciate your interest in this position.
Join Evelyn Partners and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.