Jobs at Evelyn Partners

Provide personalised financial planning and wealth management advice, build and maintain client and COI relationships, execute business plans, mentor advisers, ensure compliance and record-keeping, and collaborate with Investment Management and Professional Services to grow and retain client assets.

Provide administrative and client-facing support to Investment Managers, maintain client records and back-office systems, prepare meeting packs and valuations, assist with pitches, and handle cash transfers, FX transactions and account monitoring while ensuring regulatory compliance and excellent client service.

Provide administrative support to Financial Planners, maintain client records and back-office systems, prepare meeting packs and valuations, liaise with operational teams, and build relationships to deliver excellent client outcomes within a wealth management setting.

Provide site reliability and environment management for test and production systems, coordinate releases and environment refreshes, investigate file transfers and API connectivity issues, manage test account credentials and password rotations, and liaise with stakeholders and vendors to resolve system failures and support UAT activities.

Provide personalised financial planning and wealth management advice, build and maintain client relationships, execute individual business plans, run client meetings and reviews, collaborate with investment and professional services, maintain accurate client records and pipeline, and meet regulatory CPD and compliance requirements.

Manage and develop client investment portfolios, build and retain client relationships, execute business plans, provide investment advice and research, lead sector analysis, collaborate with Financial Planning and Professional Services, place deals accurately, maintain client records, and support business development and team leadership.

Provide personalised financial planning and wealth management advice, build and manage client relationships, develop new business and COIs, maintain accurate client records and pipeline, collaborate with Investment Management and Professional Services, mentor and develop adviser colleagues, and ensure advice meets suitability, regulatory and risk management standards.

Provide administrative and client support to Investment Managers, maintain client records and back-office systems, manage cash and account operations, prepare pitches, collate AML documentation, identify and report risks, coach teammates, and promote digital tools to ensure regulatory-compliant, high-quality client outcomes.

Provide first-line HR support across the employee lifecycle on a 12-month FTC: handle HR administration, payroll-related input, benefits administration, onboarding and leaver processes, support cyclical reward activities, maintain HRIS records, and champion process improvements.

Provide administrative support to Investment Managers, maintain client relationships and records, liaise with operations teams, prepare meeting packs and valuations, assist with new business pitches, and handle cash transfers, FX transactions and account balance monitoring while ensuring regulatory compliance.

Provide administrative and client support to Financial Planners/Investment Managers, maintain client records and back-office systems, handle cash and FX transactions, coordinate with operations teams, identify and log risks, promote digital tools, and coach/mentor junior administrators.

Provide Level 2 technical support for core wealth management platforms, triage incidents and requests, liaise with suppliers and internal teams, manage releases and configuration, perform problem analysis, and participate in testing and change management.

Provide full administrative support to Financial Planners, build and maintain client relationships, prepare meeting packs and valuations, liaise with operational teams, and maintain client records and back-office systems to deliver excellent client outcomes.