Wealth Client Services Administrator
Listed on 2026-10-10
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration -
Finance & Banking
Office Administrator/ Coordinator, Business Administration
Evelyn Partners, a leading wealth manager in the UK, is seeking an organised administrator to support Financial Planners in Exeter. You will manage client records, handle AML documentation, and coordinate with back-office teams to ensure accurate, compliant processing of client cases.
In this role you will build strong relationships with clients, assist with meeting packs, valuations, and ensure smooth daily operations while upholding regulatory standards and high service levels.
We are currently recruiting a Wealth Client Services Administrator for our team in Exeter, England, United Kingdom.
We are seeking a motivated Wealth Client Services Administrator to join Evelyn Partners in Exeter, England, United Kingdom.
Consider building your career as a Wealth Client Services Administrator at Evelyn Partners.
The Wealth Client Services Administrator position in the Management & Operations, IT & Technology field is open for applications.
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