Client Administration Specialist - Wealth Planning

Posted 2 days 16 hours ago by SmartRecruiters, Inc.

Permanent
Full Time
Other
Kent, Maidstone, United Kingdom, ME141
Job Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity.

This role provides full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and other colleagues while adhering to regulatory standards. Hybrid pattern after six months.