Hybrid Client Admin for Wealth Planning Success

Evelyn Partners in Bracknell is seeking a Client Administrator to provide full administrative support to Financial Planners and to build strong relationships with clients for a positive, streamlined service.

The role is office-based with a six-month probation, then moving to a hybrid pattern of three days in the office and two days at home. You will prepare meeting packs, maintain client records and liaise with operations to support client outcomes.