Evelyn Partners in Newcastle Upon Tyne is seeking a Client Administrator to support Financial Planners and build strong client relationships. You will handle administrative tasks, prepare meeting packs and valuations, and maintain client records in line with company policies.
The role starts with full-time in-office work for six months, then moves to a hybrid pattern (3 days in the office, 2 at home). You will collaborate with Investment Managers and Financial Advisers, develop knowledge of
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The Hybrid Client Admin – Financial Planning role at Evelyn Partners is now open for applications in Newcastle upon Tyne, England, United Kingdom.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Hybrid Client Admin – Financial Planning role at Evelyn Partners, based in Newcastle upon Tyne, England, United Kingdom.