Does Evelyn Partners sponsor Skilled Worker visas?

Job Description What will you be doing? The Client Administrator will join our Financial Planning team, 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. What's in it for me? As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Trainin…

Job Description Job Purpose The role will be to build, develop and manage trusted relationships with current and potential clients. The role will involve providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's Investment philosophies and process. To look after and support client needs To plan, implement and execute the annual Business plan in line with agreed individual targets. To build new clie…

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 and opportunities to further develop your career. As Operations Executive - Scripts, your responsibi…

Job Description Job Purpose To provide full administrative support to Financial Planners, 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 Financial Planners 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 p…

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. Key Responsibilities Build, maintain and develop strong client relationships, delivering exceptional ongoing service to mee…

Job Description What will you be doing? We’re seeking a talented individual to join our Service Protection team in London, 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 operational readiness, risk mitigation, and compliance with service management standards, protecting …

Job Description What will you be doing? We’re seeking a talented individual to join our team in Glasgow, which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests. As Wealth Platform Support…

Job Description What will you be doing? We’re seeking a talented Product Manager to join our team in Bracknell on a 12 month FTC. As a Product Manager, your mission is to bridge the gap between business vision and technical excellence. You'll be the human technical interface, translating complex concepts into actionable solutions for our colleagues at Evelyn Partners. This role combines product expertise, agile methodologies, and a deep understanding of wealth management. You'll be an ambassado…

Job Description What will you be doing? We’re seeking a talented Product Manager to join our team in Glasgow. As a Product Manager, your mission is to bridge the gap between business vision and technical excellence. You'll be the human technical interface, translating complex concepts into actionable solutions for our colleagues at Evelyn Partners. This role combines product expertise, agile methodologies, and a deep understanding of wealth management. You'll be an ambassador for all COO Functi…