Client Administrator

Evelyn Partners

11 days ago

Newcastle upon Tyne, United Kingdom

Hybrid

Full Time

Junior

0 applicants

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About this role

The Client Administrator will provide administrative support within the Financial Planning team, building relationships with clients and assisting Financial Planners to deliver excellent service. The role involves working closely with clients and internal teams to ensure smooth operations and client satisfaction.

Skills

Qualifications

1 year experience in Financial Services

About Evelyn Partners

evelyn.com

Evelyn Partners is a UK-based wealth management and professional services firm that provides personalised financial planning, investment management and total-wealth solutions to individuals, families, charities and advisers. They combine expert financial planning (cashflow modelling, inheritance-tax and estate planning, protection) with discretionary investment management and specialist services for family offices and international clients. Operating across the UK, Ireland and the US, Evelyn emphasises long-term, client-centred advice tailored to life events and complex needs. The firm positions itself as a trusted partner for high-net-worth clients and professional intermediaries seeking integrated, expert wealth advice.