Evelyn Partners
About 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/
172 Job openings in Evelyn Partners
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
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 More...
Job PurposeThe delivery of insight and performance on Operational functions and processes ensuring quality and speed of service To regularly engage with colleagues and foster good working partnerships. To develop and provide report production activity and ensure that publication of sa More...
What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Manchester 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 ex More...
Job PurposeWe are seeking a talented and motivated Director Financial Planning professional to join our Financial Planning team in Bristol. As an integral part of our financial planning department you will be required to business develop and grow new business across the region. This i More...
