Jobs at Evelyn Partners

Provides administrative and operational support to Investment Managers and wealth management clients. Responsibilities include maintaining client records, processing cash transfers and foreign exchange transactions, opening accounts, collecting AML documentation, managing risks and errors, supporting pitches, and coordinating with operational teams. The role also mentors administrators, provides process guidance, promotes digital tools, and ensures strong client service and regulatory compliance during a 12-month maternity cover contract.

Provides administrative and operational support to Investment Managers, including client communication, record maintenance, meeting packs, valuations, account setup, AML documentation, cash transfers, foreign exchange transactions, and pipeline management. The role maintains regulatory compliance, identifies risks and errors, supports client digital tools, coordinates with operational teams, and helps deliver strong client outcomes.

Plan, build, deploy, and optimize email campaigns across the customer lifecycle using Dotdigital. Manage templates, contact data, automations, segmentation, personalization, deliverability, and performance reporting. Support integrated marketing campaigns, website content updates, QA testing, and data-led recommendations in a regulated financial services environment. Collaborate with marketing and analytics stakeholders while ensuring GDPR, consent management, accuracy, and email best practices.

Provides administrative and client service support to Investment Managers within a wealth management environment. Responsibilities include maintaining client records and back-office systems, coordinating with operational teams and third-party providers, processing cash transfers and foreign exchange transactions, opening accounts, collecting AML documentation, monitoring balances, supporting pitches, managing client communications, and reporting risks, breaches, and errors in accordance with regulatory requirements.

Provides administrative support to Financial Planners, maintains client records and back-office systems, prepares meeting packs and valuations, coordinates with operational teams, and builds strong client relationships. The role requires financial planning or wealth management experience, knowledge of products such as ISAs, SIPPs, pensions, investments, and bonds, excellent communication and organization, and a commitment to client service and professional development.