About this role
Financial Planning Client Administrator at Evelyn Partners. Location: Newcastle Upon Tyne or Liverpool or Manchester or Leeds. Role: supporting planners, building relationships, maintaining records Requirements: Proven experience in financial planning/wealth management and client support, knowledge of ISAs/SIPPs/pensions/investments/bonds, strong communication and organisational skills; studying towards Level 4 preferred. Category: Finance and Accounting Seniority: Entry Level Commitment: Full Time Workplace: Hybrid Languages: English