Client Administrator

Evelyn Partners

📍 Bracknell, England, United Kingdom

full-time Information and Record Clerks Posted June 13, 2026

Job Description

Job Description

What will you be doing?

The Client Administrator will join our Financial Planning team, in which you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

As a Client Administrator, your responsibilities will include among others:

  • Working closely with the al...