Jobs at Evelyn Partners

Responsible for AuM, GNM, and NNM reporting and analysis; producing CFO packs; challenging performance against forecasts and budgets; supporting external communications with accurate data; and assisting annual budgeting, quarterly forecasting, and five-year planning. The role requires close collaboration with finance, operational, business intelligence, and corporate affairs teams, alongside strong management accounting, communication, analytical, and presentation skills.

Senior Financial Analyst responsible for group AuM, GNM, and NNM reporting and analysis; CFO pack production; variance analysis against forecasts and budgets; data validation; and support for annual budgeting, quarterly forecasting, and five-year planning. The role partners with finance, operations, business intelligence, and corporate affairs teams to deliver accurate, timely management information and external reporting data.

Supports the Regulatory HR Manager with Senior Managers and Certification Regime oversight, certification activities, recertification, regulatory data maintenance, FCA directory updates, and development of related policies and procedures. The role also manages individual regulatory requirements for Ireland and Jersey and professional competence registrations with CISI, CII, and ICAEW. It requires SM&CR experience, FCA-regulated environment knowledge, strong communication, accuracy, commercial judgment, numeracy, and IT skills.

Provides administrative support to Financial Planners, manages client relationships, coordinates with operational teams, prepares meeting packs and valuations, and maintains client records and back-office systems. The role requires prior financial planning or wealth management experience, knowledge of financial products, strong client service and communication skills, and excellent organization. It offers structured training, professional development, and hybrid working after a six-month office-based probation period.

Provides administrative support to financial planners, maintains client records and back-office systems, prepares meeting packs and valuations, coordinates operational activities, and builds strong client relationships. The role requires financial planning or wealth management experience, knowledge of financial products, excellent organization, communication, and client service skills. It is office-based during probation, followed by a hybrid schedule.

Provides administrative support to financial planners, builds and maintains client relationships, coordinates with operational teams, prepares meeting packs and valuations, and maintains accurate back-office systems and client records. The role requires financial planning or wealth management experience, knowledge of financial products, strong client service and communication skills, and excellent organization. It is based in London, initially fully office-based during probation, followed by a hybrid schedule.

Prepare suitability reports and technical research for Financial Planners across financial products and investment solutions. Maintain accurate client records, support cashflow modelling in client meetings, manage advice processes, comply with FCA guidelines, maintain back-office systems, identify risks and breaches, and contribute to financial planning projects. The role requires strong financial advice writing, technical knowledge, organisation, communication, analytical ability, and stakeholder management.

Provides second- and third-line security event analysis, incident response, SOC support, alert and monitoring oversight, phishing campaign management, and security tooling maintenance. Coordinates with third-party security vendors, analyzes cyberattack trends, supports incident response as a technical SME, reviews information systems and infrastructure, and promotes secure behaviors across the business. Requires experience with SOC operations, detection engineering, SIEM, IAM, DLP, Azure, Microsoft 365, Zero Trust, and MITRE ATT&CK.