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Client Administrator – Financial Planning (Hybrid
Job in
City of Edinburgh, Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-09
Listing for:
SW Group
Full Time
position Listed on 2026-08-09
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: City of Edinburgh
Evelyn Partners in Edinburgh is seeking a proactive Client Administrator to join the Financial Planning team. You will provide essential administrative support, schedule meetings, and maintain accurate client records in our CRM, while ensuring regulatory compliance.
Initially a full-time office role for 6 months, it will transition to a hybrid arrangement (3 days in the office, 2 days at home) after probation, with a focus on delivering excellent client service and efficient operation of the
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