Jobs at Evelyn Partners

Supports the FP&A team with financial analysis, forecasting, budgeting, reporting, data consolidation, and executive-level insights. The role focuses on integration with NatWest Finance, including weekly AUMA reporting, tracking attrition, synergies and referrals, consolidating financials, enhancing management information, and assisting business contacts with performance analysis. This is a six-month fixed-term contract based in London with hybrid working potentially available.

Build and manage client relationships while providing tailored investment advice and portfolio management. Review and restructure portfolios according to client objectives, risk profiles, tax circumstances, and investment policies. Execute business plans, complete transactions accurately, identify new business opportunities, collaborate with financial planning teams, maintain regulatory compliance, manage complaints, and contribute to investment research. The role requires strong financial markets knowledge, client communication, analytical ability, risk awareness, and relevant professional qualifications.

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.

Provides administrative support to Financial Planners, maintains client records and back-office systems, prepares meeting packs and valuations, liaises with operational teams, and builds strong client relationships. The role requires knowledge of financial products, excellent organization and communication skills, and a commitment to client service and professional development. It is based in London with full-time office attendance during probation, followed by a hybrid schedule.

Provides administrative support to Financial Planners and maintains strong client relationships. Responsibilities include managing client records and back-office systems, coordinating with providers and operational teams, preparing meeting packs and valuations, processing new business and servicing activities, collecting AML documentation, monitoring risks and errors, and supporting client use of digital portals while maintaining regulatory compliance.

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 Level 2 technical support for core wealth management platforms. Responsibilities include incident, request, and change management; prioritizing and resolving application issues; supporting configuration, releases, upgrades, testing, and release management; and coordinating with business users, internal development teams, and third-party suppliers.

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.

Provides Level 2 technical and operational support for core wealth management platforms. Responsibilities include incident, request, and change management; issue prioritization and resolution; application configuration; release and upgrade support; problem analysis; supplier and development-team coordination; and testing. Requires wealth management or investment-platform experience, application support experience, strong IT skills, and awareness of SQL, REST APIs, JIRA, and Confluence.

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.