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Financial Planning Assistant

1 month ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About the Role

We are seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will be responsible for providing full administrative support to Financial Planners and building relationships with clients to deliver a positive and sleek client experience.

Key Responsibilities

  • Provide administrative support to Financial Planners
  • Build relationships with clients to deliver excellent service
  • Assist with client onboarding and ongoing support
  • Contribute to the development of the Financial Planning team

What We Offer

  • A competitive salary and benefits package
  • Opportunities for professional development and growth
  • A collaborative and supportive team environment
  • Flexible working arrangements, including hybrid working

About Us

Evelyn Partners is the UK's leading integrated wealth management and professional services group. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We are committed to providing a workplace where all colleagues feel respected and valued, regardless of their identity, background, or circumstance. We welcome applications from diverse candidates and are happy to make reasonable adjustments to accommodate needs throughout the application process.