About this role
Client Administrator at Evelyn Partners. Location: Liverpool or Newcastle upon Tyne or Manchester or Leeds. Role: providing support, building relationships, maintaining records Requirements: Proven administrative experience in financial planning/wealth management, strong product knowledge (ISAs, SIPPs, pensions, investments), excellent communication, organisational skills, and willingness to learn. Category: Finance and Accounting Seniority: Entry Level Commitment: Full Time Workplace: Hybrid Languages: English