Wealth Planning Client Administrator; Hybrid
Job in
Leeds, Jefferson County, Alabama, 35094, USA
Listed on 2026-07-03
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-07-03
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Evelyn Partners is seeking a Client Administrator to join their Financial Planning team in Leeds. This role involves providing comprehensive administrative support to Financial Planners, ensuring high client satisfaction through direct interactions.
The position starts full-time during training and shifts to a hybrid model with three days in the office and two remote. Candidates should possess administrative experience in financial services, excellent communication skills, and GCSE Maths and English qualifications.
Benefits include private medical insurance, life assurance, and a generous holiday package.
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