Client Success Administrator – Financial Planning (Hybrid)

Evelyn Partners in the UK is seeking a Client Administrator to join the Financial Planning Client delivery team, providing full administrative support to Financial Planners and building strong client relationships. The role supports a positive, efficient client experience and involves preparing meeting packs, maintaining records, and liaising with operations.

The role starts with full-time in-office attendance for 6 months, then becomes hybrid (3 days in office, 2 at home).

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