Financial Planning Coordinator

3 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Company Overview

Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping individuals and businesses thrive. We offer a range of financial and professional services to meet the diverse needs of our clients.

We provide an award-winning service by employing the best people. Our core values are Personal, offering advice based on understanding what matters to our clients, and Performance, demonstrating breadth and depth of expertise to deliver results.

We're seeking an ambitious individual to join our Financial Planning team in Newcastle Upon Tyne. The successful candidate will be responsible for providing administrative support to Financial Planners and building relationships with clients to deliver a positive client experience.



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