Client Administrator

**Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

About the RoleWe are seeking an experienced Client Administration Lead to join our team at Evelyn Partners Fund Solutions Limited. The successful candidate will have a strong background in client administration, excellent communication skills, and the ability to work effectively in a team.The ideal candidate will be responsible for leading and managing a...

**Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

About the OpportunityThis is a fantastic chance to join our dynamic team at Evelyn Partners Fund Solutions Limited as a Client Administration Director. We are offering a competitive estimated salary of £65,000 - £85,000 per annum for this fixed-term contract of 18 months.You will be responsible for coaching, mentoring, and training the team, while also...

Job DescriptionWhat will you be doing?We’re seeking an ambitious individual to join our Client Administration team in Bracknell, you will be responsible for providing full administrative support to 2 Financial Planners within the team, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me? As...

Evelyn Partners Fund Solutions Limited, a leading integrated wealth management and professional services group, offers an exciting opportunity for an ambitious individual to join our Client Administration team in Bracknell. As a key member of the team, you will provide full administrative support to 2-3 Financial Planners, building relationships with clients...

**Company Description**: Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

Job SummaryWe are seeking an experienced Team Lead to join our Client Administration and Operations team at Evelyn Partners Fund Solutions Limited. This is a fantastic opportunity to lead a high-performing team and contribute to delivering exceptional client experiences.The successful candidate will have a proven track record of managing and developing...

Job Description What will you be doing?To lead, motivate and develop the Client Administrator team to deliver operational excellence and exceptional client experience.To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory...

We are seeking an accurate administrator to join our client's successful and growing team. The ideal candidate will play a key role in ensuring the smooth running of our Account Management team by assisting with administrative tasks, client communications, and ensuring that our account management processes run efficiently. This is a great opportunity for...

We are seeking an accurate administrator to join our client's successful and growing team. The ideal candidate will play a key role in ensuring the smooth running of our Account Management team by assisting with administrative tasks, client communications, and ensuring that our account management processes run efficiently. This is a great opportunity for...

ADMINISTRATOR * UP TO £30,000 - DOE * PERMANENT * HYBRID * ON-SITE PARKING Our well-established client based in Bracknell are seeking an Administrator due to a recent expansion of their sales team. The role is heavily focused around supporting the Sales team in all of their Administration such as, raising contracts and agreements, loading...

Evelyn Partners is a leading provider of financial planning services, and we are seeking a skilled Client Administrator to join our team in Bracknell. In this role, you will work closely with Financial Planners to deliver excellent client outcomes and maintain regular contact with clients.To succeed in this role, you will require previous experience working...

We are looking for an exceptional Client Experience Coordinator to join our team in Bracknell. As a key member of our Client Administration team, you will be responsible for providing administrative support to our Financial Planners and building relationships with clients to deliver a positive and slick client experience.You will work closely with the...

Our client in Bracknell is looking to grow their administration team to support the steady growth of their business. This is a great opportunity for someone who thrives in maintaining accuracy for high volumes of work and enjoys being busy. You'll be joining a dynamic and supportive team, all working towards a shared goal. Job Title:...

One of our clients based near the centre of Bracknell is looking for an Administrator to join their team. This role would be working directly with the two directors providing secretarial support, general admin work i.e insurances, team Assistance to thewider team and ensuring the smooth running of the office on a daily basis. **ROLE AND RESPONSIBILITIES** -...

**PROPERTY CASE HANDLER / CLIENT SERVICE ADMINISTRATOR**: - **£23,920 + BONUS OF UP TO £5,200**: - **BRACKNELL**: - **PERMANENT** - Our Client is happy to train people who don't necessarily come from the property industry but can demonstrate a reasonably good academic background and are committed to working hard and learning in a fast paced...

**PROPERTY CASE HANDLER / CLIENT SERVICE ADMINISTRATOR**: - **£23,920 + BONUS OF UP TO £5,200**: - **BRACKNELL**: - **PERMANENT** - Our Client is happy to train people who don't necessarily come from the property industry but can demonstrate a reasonably good academic background and are committed to working hard and learning in a fast paced...