Client Administrator at Evelyn Partners

Evelyn Partners is hiring a Client Administrator for its Client Delivery team in Leeds. The role supports Financial Planners by managing client records, coordinating business processing, preparing meeting packs and valuations, liaising with operational teams, and maintaining back-office systems. It requires experience in financial planning or wealth management and client support, knowledge of financial products, strong communication and organisational skills, and a degree or equivalent experience. The position follows a hybrid pattern: full-time office work during the six-month probation period, then three days in the office and two days working from home.