About this role
Client Administrator at Evelyn Partners. Location: Newcastle upon Tyne, England, United Kingdom. Role: supporting planners, building relationships, maintaining records Requirements: Previous financial planning client administration experience required; knowledge of ISAs, SIPPs, pensions and investments; strong client service, communication and organisational skills; willingness to learn and develop. Category: Administrative & Clerical Support Seniority: Entry Level Commitment: Full Time Workplace: Hybrid Languages: English