Evelyn Partners
The Client Administrator role at Evelyn Partners involves providing comprehensive administrative support to Financial Planners and building strong client relationships to ensure a positive client experience. This position requires collaboration with operational teams, preparation of meeting materials, and maintenance of back-office systems and client records. The role is based in Newcastle and offers 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.