Jobs from Evelyn Partners

Job Description What will you be doing? We’re seeking a talented individual to join our Service Management team in Glasgow, which is responsible for supporting the delivery of safe, controlled, and high-quality change into live service by providing operational governance across Release Management, Service Transition, and Change Advisory Board (CAB). The role acts as a key control point to ensure o

Job Description To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Key Responsibilities To look after a

Job Description What will you be doing? We’re seeking a talented individual to join our team in Glasgow, which is responsible for performing all daily duties associated with the COO Assurance function, ensuring work is completed accurately and on time while adhering to all controls, regulatory guidelines and procedures relevant to team functions. As Technical Specialist COO Assurance, your respons

Job Description This role is being advertised to build a talentpool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us. What will you be doing? The Client Administrator will join our Client Admin Financial Planning team in Liver

Job Description Key Responsibilities To look after and support client need To execute the annual Business plan in line with agreed individual targets To build new client relationships and develop existing client relationships through effective. ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients Structure and lead client meetin

Job Description This role will either be based in Liverpool or Manchester office with a requirement of a minimum of 1 days in office per week. Job Purpose This role supports an experienced Financial Adviser specialising in offshore bonds, trusts, family investment structures and inheritance tax (IHT) planning alongside ISAs, SIPPs. It offers increasing involvement in client-facing activities inclu

Job Description What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for the execution of day-to-day information security risk management activities and the enhancement of the overall effectiveness and efficiency of the information security risk management capabilities across the Evelyn Partners Enterprise. You will play a crucial role in

Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Be strategically aligned

Job Description Job Purpose To provide full administrative support to our Investment Managers based in Newcastle and Edinburgh, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team. Key Responsibilities To work closely with the aligned

Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Open to the following of

Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Open to the following of

Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Open to the following of

Job Description Job Purpose To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team. Key Responsibilities To work closely with the aligned Investment Managers to deliver excel

Job Description Job Purpose To provide full administrative support to our Investment Managers based in Newcastle and Edinburgh, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. To be a role model and mentor to team members, a go-to person within the team. Key Responsibilities To work closely with the aligned

Job Description Job Purpose To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding of clients' needs and the desired client outcomes. Ensures that the preparation of advice for clients is of the highest quality and delivere

Job Description Job Purpose To provide full administrative support to Investment Managers, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. Key Responsibilities To work closely with the aligned Investment Managers to deliver excellent client outcomes. To build relationships with clients and maintain regular

Job Description What will you be doing? We’re seeking a talented individual to join our Financial Planning team in Bristol. As part of a large / highly successful FP team you will have all of the support & resources to really accelerate your career, plus work with some of the largest clients. If you are able to generate new business and are ambitious to grow then we would love to speak to you. To

Job Description What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for the execution of day-to-day information security risk management activities and the enhancement of the overall effectiveness and efficiency of the information security risk management capabilities across the Evelyn Partners Enterprise. You will play a crucial role in

Job Description What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for the execution of day-to-day information security risk management activities and the enhancement of the overall effectiveness and efficiency of the information security risk management capabilities across the Evelyn Partners Enterprise. You will play a crucial role in

Job Description What will you be doing? We’re seeking a talented individual to join our team in Leeds, which is responsible for providing a first-class support function to the financial planning teams nationwide by way of delivering third party client policy information in an agreed format, both accurately and within SLAs. We offer hybrid working, a positive working environment you can thrive in a

Job Description We are seeking an experienced and motivated Team Leader Client Administration to lead our Client Administration team based in Leeds. This role is responsible for driving high‑quality service delivery, operational excellence and an outstanding client experience. You will lead, coach and develop a team of Client Administrators, ensuring they provide comprehensive and proactive admini

Job Description What will you be doing? The Client Administrator will join our Financial Planning team within our Bristol office, in which you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. Smart Working pattern: The role will have a 6 month probationary period wo

Job Description What will you be doing? We're seeking a talented individual to join our Fees team in Liverpool on a 6 month FTC, which is responsible for all aspects of Account Opening and Maintenance, primarily in Fees administration, helping out on Account Opening, Static Data, Internal account reconciliations etc. This is a hybrid working role with an expectation to be in the office 3 days per

Job Description We're seeking a talented individual to join our team in Liverpool. You will perform the daily duties, checking and general processing of all transaction services functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and while operating within defined standards and guidelines which are aligned to service level agreements and data quality

Job Description What will you be doing? We’re seeking a talented Service Desk Analyst to join our team in Liverpool, responsible for providing first line technical support to all Evelyn Partners staff, answering the Service Desk phone, logging Incidents and Requests and responding to queries raised by email or self-service. This is a hybrid working role. The team provides shift cover with current

Job Description What will you be doing? We’re seeking a talented individual to join our Financial Planning team in Birmingham. The team is responsible for building & developing trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients

Job Description What will you be doing? The Client Administrator will join our Financial Planning team in our Belfast office, in which you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. Smart Working Pattern: This role will have a 6 month full time office requirem

Job Description What will you be doing? We’re seeking a talented individual to join our team in Glasgow. Reporting to the Security Operations Lead, you will be a key part of the Security Operations Centre (SOC). The Security Operations Specialist provides Second and Third Line review, Analysis and Incident Response for Security events and incidents reported to the SOC, responding in line with agre

Job Description What will you be doing? We’re seeking a talented individual to join our team in Liverpool, which is responsible for leading a multidisciplinary team of security experts to deliver proactive oversight and assurance across cyber, physical, and personal security domains. This role integrates threat intelligence, security testing, and risk reporting across domains to ensure the organis

Job Description What will you be doing? We’re seeking a talented individual to join our team in Liverpool. Reporting to the Security Operations Lead, you will be a key part of the Security Operations Centre (SOC). The Security Operations Specialist provides Second and Third Line review, Analysis and Incident Response for Security events and incidents reported to the SOC, responding in line with ag

Job Description What will you be doing? We’re seeking a talented individual to join our team in Glasgow, which is responsible for leading a multidisciplinary team of security experts to deliver proactive oversight and assurance across cyber, physical, and personal security domains. This role integrates threat intelligence, security testing, and risk reporting across domains to ensure the organisat

Job Description Job Purpose The successful candidate will join our Paraplanning team in Bristol, supporting the preparation of suitability reports and delivering comprehensive technical research across a wide range of financial products and planning opportunities for our team of Financial Planners. This role has a hybrid working pattern with a minimum of one day in the office per week and remainde