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Evelyn Partners

Exeter / Global

Client Experience Admin – Financial Planning

Job Description

Evelyn Partners is seeking an administrator to support Financial Planners in Exeter, ensuring excellent client service and regulatory compliance. The role involves direct client contact, maintaining records, and coordinating with back-office teams to streamline processes.

You will build relationships with clients, prepare meeting packs and valuations, and support AML documentation while contributing to a collaborative, compliant office environment.

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