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Wealth Planning Admin Specialist - Hybrid

Job in Leeds, West Yorkshire, ME17, England, UK
Listing for: Evelyn Partners
Full Time position
Listed on 2026-03-04
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Data Entry
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A UK leader in wealth management is seeking a Client Administrator to join their Financial Planning team in Leeds. The role involves providing comprehensive administrative support to Financial Planners, maintaining client records, and ensuring satisfaction through direct communication. A successful candidate will possess GCSE Maths and English, along with prior admin experience in financial services. This position offers a hybrid working model, a competitive salary, and various employee benefits.
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