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Wealth Planning Admin – Hybrid

Remote / Online - Candidates ideally in
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
Salary/Wage Range or Industry Benchmark: 24000 - 30000 GBP Yearly GBP 24000.00 30000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Admin – Hybrid )

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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