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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
The Client Administrator role at Evelyn Partners provides comprehensive administrative support to Financial Planners while building strong client relationships to ensure a positive experience. This position involves collaborating with operational teams, preparing meeting materials, and maintaining accurate client records within the Financial Planning Client delivery team. The role offers opportunities for professional growth through structured training and mentorship from experienced investment managers and financial advisers.
Headquarters
London, England, United Kingdom
Company Size
1001-5000 employees
Founded
1881
Evelyn Partners is a UK-based wealth management and professional services firm offering personalised financial planning, investment management, and Total Wealth Management solutions to individuals, families, charities, entrepreneurs, and professional intermediaries. With over £68.6bn in assets under management and 188 years of experience, the firm operates across 21 offices in the UK, Ireland, and the Channel Islands. Evelyn Partners combines discretionary investment management with expert financial planning — including cashflow modelling, tax planning, retirement planning, and inheritance tax and estate planning — to deliver integrated, client-centred advice tailored to complex and evolving financial needs.
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.