Financial Planning Coordinator

2 days ago


Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners Fund Solutions Limited is seeking an experienced Financial Planning Coordinator to provide administrative support to our Financial Planners in Manchester.

About the Role

This role offers a great opportunity for someone looking to expand their career further within financial planning. As a key member of our Client Administrative team, you will be responsible for delivering excellent client outcomes and building strong relationships with clients.

  • You will work closely with our Financial Planners to deliver high-quality client service, maintaining back-office systems and client records in line with company policies.
  • You will liaise with operational teams to provide support on activities such as scripts, transfers, corporate actions, and static data changes.
What We Offer

In return for your expertise, we offer a competitive salary of £25,000 - £30,000 per annum, depending on experience, plus a range of benefits including private medical insurance, life assurance, pension contribution, generous holiday package, and option to purchase additional holiday.


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