Hybrid Financial Planning Administrator | Client Service
Listed on 2026-10-10
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Evelyn Partners is seeking an organised administrator to provide full administrative support to Financial Planners within our wealth management team. You will handle client communications, maintain records, and help ensure regulatory standards are met.
The role emphasises high-quality client service, accurate data handling, and effective collaboration with colleagues. A degree is ideal but not essential, with opportunities for development and progression within a supportive hybrid-working
This role, Hybrid Financial Planning Administrator | Client Service at SW Group, could be your next move.
We are currently recruiting a Hybrid Financial Planning Administrator | Client Service for our team in Exeter, England, United Kingdom.
This is a strong role to take on the Hybrid Financial Planning Administrator | Client Service role at SW Group.
As a Hybrid Financial Planning Administrator | Client Service, you will play an important part at SW Group in Exeter, England, United Kingdom.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).