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Wealth Planning Admin – Hybrid
Remote / Online - Candidates ideally in
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listed on 2026-08-06
Edinburgh, City of Edinburgh Area, EH1, Scotland, UK
Listing for:
Evelyn Partners
Full Time, Remote/Work from Home
position Listed on 2026-08-06
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Evelyn Partners in Edinburgh is seeking a proactive Client Administrator to provide full administrative support to Financial Planners and ensure client satisfaction. You will handle scheduling, documentation, onboarding, and CRM updates, acting as a first point of contact for clients and colleagues.
Initially, you’ll work in the office for the first six months during probation, before moving to a hybrid pattern of three days in the office and two days working from home.
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