Teams 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.