Company Description
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes. We believe that expert guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
What will you be doing?
To lead, motivate and develop the Client Administrator team to deliver operational excellence and exceptional client experience. To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To work with the Managing Partner / team head to optimise capacity and performance within the team. To lead a team of eight individuals.
This is for a fixed term contract for 18 months
Some of your responsibilities will be
1. To work closely with the aligned Financial Planners to deliver excellent client outcomes
2. Conduct appr...