Hybrid Wealth Planning Client Admin
Job in
City Of London, Central London, Greater London, England, UK
Listed on 2026-03-16
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-03-16
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Location: City Of London
A financial services firm in London is seeking a Client Administrator to provide administrative support to Financial Planners. In this role, you will build client relationships and ensure positive client experiences. Responsibilities include preparing meeting packs, maintaining client records, and liaising with operational teams. The firm offers a structured training program for personal growth and professional development. You will initially work full-time in the office with a hybrid model thereafter, offering stability and flexibility.
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