Teams 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.