{bc}
Apply
smartrecruiters

Financial Planning Client Administrator

Evelyn Partners
Leeds, GBR
Full-time
Mid
Hybrid
Discovered 1 months ago

Full Job Posting

Qualifications

  • A strong educational background, ideally degree educated, although equivalent experience will be equally valued.
  • Proven experience working within Financial Planning / Wealth Management is essential
  • Experience working within a client support / financial planner support role is essential
  • Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds etc.
  • An ambition to build a career within financial services firm, with a willingness to learn and develop
  • A strong ethic of client service
  • Strong (verbal and written) communication skills with an ability to build relationships
  • The ability to fully plan workload and display excellent organisational skills

Apply for this job in 1 click

Skip the repetitive application forms

Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.

Sarah M.James T.Maya R.

Trusted by over 500,000 job seekers on Base Career

Start Free Today

More from this employer

More jobs at Evelyn Partners

Senior Financial Analyst (AuM) - 6 Month FTC

London, GBR

Discovered 3 days agoFull-time

Service Desk Analyst - 12 Month FTC

Liverpool, GBR

Discovered 4 days agoFull-time

Operations Executive - 12 Month FTC

Liverpool, GBR

Discovered 5 days agoFull-time

Operations Executive - Fees - 12 Month FTC

Liverpool, GBR

Discovered 5 days agoFull-time

Senior Financial Analyst (AuM) - 6 Month FTC

London, GBR

Discovered 6 days agoTemporary

Regulatory HR Specialist - 6 Month FTC

London, GBR

Discovered 1 weeks agoContract

Client Administrator

Bracknell, GBR

Discovered 1 weeks agoFull-time

Client Administrator

London, GBR

Discovered 1 weeks agoFull-time