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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
Evelyn Partners is seeking a Client Administrator to provide comprehensive administrative support to Financial Planners and build strong client relationships to ensure a positive client experience. The role involves collaborating with operational teams, preparing meeting materials, and maintaining accurate client records within the Financial Planning Client delivery team. This position 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
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