Client Administrator FTC 16 months

Job description

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. Job Description: Job Purpose: To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. This role is for 16 months fixed term contract Qualifications: Key Responsibilities: - To work closely with the aligned Financial Planners to deliver excellent client outcomes. - To build relationships with clients and maintain regular contact. - Maintain back-office systems and client records in line with the company policie...