Client Administrator at Evelyn Partners

Evelyn Partners is hiring a Client Administrator to join its Financial Planning team and provide administrative support to Financial Planners while building client relationships and delivering a positive client experience. The role involves preparing meeting packs and valuations, maintaining back-office systems and client records, liaising with operational teams, and supporting financial products such as ISAs, SIPPs, pensions, and investments. It requires prior financial planning client administration experience, strong client service and communication skills, and excellent organisational ability. The role requires full-time office attendance during the initial six-month probation period, after which it moves to a hybrid pattern of three office days and two home-working days.