Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual

Partnership — we go further together

Performance — we strive for more

What will you be doing?

To provide full administrative support to Financial Planners and /or Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.

Some of your responsibilities will be to:

• To work closely with the aligned Financial Planners and/or Investment Managers to deliver
  excellent client outcomes.
  • To build relationships with clients and maintain regular contact.
  • Maintain back-office systems and client records in line with the company policies.
  • Request policy information from third party policy providers if applicable.
  • Liaise with operational teams where support is provided on activities. e.g., scripts, transfers,

  corporate actions, static data changes, where applicable.

  • Preparation of meeting packs and valuations (as required)
  • Assist investment managers in the preparation of new business pitches and presentations

To be successful in this role, you should have:

• Proven experience working in the financial services industry– ideally 2 to 5 years’ experience.
  • A strong ethic of client service.
  • Ability to work under pressure and to prioritise work.
  • Excellent communication skills both written and verbal, influencing and organisational skills.
  • Ability to use judgement and reasoning to propose solutions to problems.

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.