IFA Client Administrator
Evelyn Partners
About this role
A Client Administrator in Evelyn Partners' Edinburgh Financial Planning team provides essential administrative support to financial planners and maintains client service levels in a regulated financial services environment. The role operates initially on a full-time in-office basis for a six-month probation period, after which it transitions to a hybrid model (three days in the office, two remote). The position supports client satisfaction and regulatory compliance within wealth management.
Skills
Qualifications
About Evelyn Partners
evelyn.comEvelyn 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.
About Evelyn Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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Salary
$82k – $123k
per year