Evelyn Partners
حول Evelyn Partners
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where theyre at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results. Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners https://www.evelyn.com/
175 فرصة عمل في Evelyn Partners
What will you be doingWere seeking an ambitious individual to join our Client Administration team in Bracknell you will be responsible for providing full administrative support to the Financial Planners within the team as well as building relationships with clients to deliver a positi المزيد...
What will you be doingWere seeking an ambitious individual to join our Wealth Management team in London you will be responsible for providing full administrative support to Investment Managers as well as building relationships with clients to deliver a positive and sleek client experi المزيد...
Investment Management Client Administrator - 12 Month Ftc
Evelyn Partners is a UK leader in wealth management providing personalised expert investment management and financial planning advice to support clients in embracing whats next.Our success hinges on our people and thats our secret for longevity. We are a team of passionate professiona المزيد...
Job PurposeTo provide support for Cloud-based applications and services and recommend innovations and enhancements to meet customer requirements - leading ad-hoc investigations identify additional service requirements and assist with the delivery of new projects.You will be assisting المزيد...
To provide full administrative support to Financial Planners and 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 t المزيد...
Evelyn Partners Data Services TeamAt Evelyn Partners we are expanding our Technology and Data Services team investing in a large-scale modernisation programme to drive innovation and insights. Were building a new team to enhance data modelling reporting AI initiatives and cloud data p المزيد...
Evelyn Partners Data Services TeamAt Evelyn Partners we are expanding our Technology and Data Services team investing in a large-scale modernisation programme to drive innovation and insights. Were building a new team to enhance data modelling reporting AI initiatives and cloud data p المزيد...
Job PurposeTo provide full administrative support to Financial Planners or 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-t المزيد...
Senior Associate Client Administration - 12 Month Ftc
Job PurposeTo provide full administrative support to Financial Planners or 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-t المزيد...
What will you be doing Were seeking a talented individual to join our Operations team in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regulato المزيد...
What will you be doing Were seeking a talented individual to join our Operations team in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regulato المزيد...
What will you be doing Were seeking a talented individual to join our Operations team in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regulato المزيد...
What will you be doingWere seeking a talented individual to join our Financial Planning team in which you will support 12 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters.Whats in it for meAs a Parapl المزيد...
We are open on candidate location What will you be doing The Client Experience Director is responsible for driving a deep understanding of client needs and measuring how our current delivery of client experience supports those needs in order to develop marketing plans that increa المزيد...
What will you be doing Were seeking a talented individual to join our Operations team in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regulato المزيد...
What will you be doingWere seeking an ambitious individual to join our Client Admin Financial Planning team in London 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 المزيد...
What will you be doingWere seeking a talented individual to join our Financial Planning team in which you will support 12 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters.Whats in it for meAs a Parapl المزيد...
Evelyn Partners Data Services TeamAt Evelyn Partners we are expanding our Data Services team investing in a largescale modernisation programme to drive innovation and insights. Were building a new team to enhance data modelling reporting AI initiatives and cloud data platforms like Sn المزيد...
What will you be doing Were seeking a talented individual to join our Operations team in Liverpool. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regula المزيد...
Job PurposeThis role is within the Fund Operations team part of the Investment Management area. The team has a wide remit and are responsible for fund operations trade support (calculation and implementation) third party oversight and support for all funds in the Evelyn group internal المزيد...
