Financial Planning Assistant

4 weeks ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About Evelyn Partners

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 individuals, family trusts, professional intermediaries, charities, and businesses.

Our Mission

We believe that everyone deserves access to good advice, regardless of their financial situation. Our mission is to provide an award-winning service for our clients by employing the best people.

Job Description

We're seeking an ambitious individual to join our Financial Planning team in Cambridge. As a Client Administrator, you will provide full administrative support to Financial Planners and build 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 a positive and sleek client experience
  • Assist with client onboarding and offboarding
  • Manage client data and records
  • Perform other administrative tasks as required

What We Offer

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

About Us

We're proud to value the differences that a diverse workforce brings. We have a wide range of employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation.

We're committed to providing a workspace where all colleagues feel respected and can achieve their full potential.

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