Teams 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.