Evelyn Partners
The Client Administrator role at Evelyn Partners provides full administrative support to Financial Planners while building client relationships to ensure a positive experience. This position involves collaborating with operational teams, preparing meeting materials, and maintaining client records in compliance with company policies. The role is based in Newcastle with a hybrid working pattern after an initial six-month in-office period.
Headquarters
London, England, United Kingdom
Company Size
1001-5000 employees
Founded
1836
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Evelyn Partners.
Evelyn Partners didn’t post a salary, so this is our estimate from similar listings.
30% below the average for this role