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Financial Planning Client Administrator @ Evelyn Partners

London, England, United KingdomOnsiteFull TimePosted 10 days ago

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About this role

Financial Planning Client Administrator at Evelyn Partners. Location: London, England, United Kingdom. Role: supporting planners, building relationships, maintaining records Requirements: Proven experience supporting financial planners in wealth management, knowledge of ISAs/SIPPs/pensions/investments, strong client service, verbal and written communication, organisational skills and willingness to learn. Category: Finance and Accounting Seniority: Entry Level Commitment: Full Time Workplace: Hybrid Languages: English

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Financial Planning Client Administrator at Evelyn Partners | ResuMinder Jobs