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/
178 Job openings in Evelyn Partners
Were seeking an ambitious individual to join our Financial Planning team in Nottingham 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.Whats in it f More...
This role is a Fixed Term Contract for 12 months To provide support and coordination to the Business Development (BD) team. The role holder will work as part of a dedicated Sales Support team which is integral to Business Development delivering excellent service. Activities are v More...
What will you be doingWere seeking a talented individual to join our Central support Paraplanning team which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial pl More...
Client Administrator Financial Planning What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Bristol you will be responsible for providing full administrative support to Financial Planners as well as building relationships with client More...
What will you be doing We are looking for a talented individual to join our SIPP & Provider Administration team in Bracknell. In your role you will perform daily managerial duties associated with SIPP and Provider Administration requirements supporting the Head of SIPP & Admin More...
What will you be doing Were seeking a talented individual to join our team in London. This is a key role within the Talent Acquisition team the Talent Acquisition Operations Adviser provides support and guidance on our processes systems and procedures.As Talent Acquisition Operat More...
What will you be doing We are seeking a highly skilled and experienced Product Governance Manager to join our team in Bracknell. In this critical role you will be responsible for overseeing and implementing robust product governance frameworks to ensure compliance with regulatory requ More...
What will you be doing Were seeking a talented individual to join our team in Glasgow which is responsible for performing the daily duties associated with all Stockfile team functions with respect to EPIS business unit. You will operate within defined standards and guidelines whi More...
Client Administrator Financial Planning What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Bristol you will be responsible for providing full administrative support to Financial Planners as well as building relationships with client More...
Fixed term contract for 6 monthsTo provide full administrative support Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned  More...
Job PurposeTo deliver process and technology changes across FS Platforms. The primary role will involve analysis requirements gathering development of epics and user stories solution design functional testing UAT and coordination and business readiness including training. The analyst More...
What will you be doing We are looking for an experienced Senior Manager Transfers In & ISAs to perform oversight of the Managerial duties being undertaken by the Operations Manager associated with your relevant teams/functions. You will provide assistance and support to the r More...
What will you be doingThe successful person will be responsible for delivering financial planning and wealth management advice building and developing trusted relationships with current and potential clientsTo build new client relationships and maintain and develop existing client rel More...
What will you be doingTo prepare suitability reports and prepare technical client work for the Senior Financial Planners. Have an indepth knowledge of complex written advice and understanding for clients needs and the desired client outcomes.Whats in it for meAs a Paraplanner at Evely 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...
Were seeking an ambitious individual to join our Financial Planning team in Nottingham 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.Whats in it f More...
This role is a Fixed Term Contract for 12 months To provide support and coordination to the Business Development (BD) team. The role holder will work as part of a dedicated Sales Support team which is integral to Business Development delivering excellent service. Activities are v More...
What will you be doing We are looking for an experienced Head of Onboarding & Transfers to manage our Centre of Excellence on Evelyn Partners Onboarding to Transfers business processes and driving best in class operational performance. In your role you will act as Evelyn Part More...
What will you be doing Were seeking a talented individual to join our team in London. This is a key role within the Talent Acquisition team the Talent Acquisition Operations Adviser provides support and guidance on our processes systems and procedures.As Talent Acquisition Operat 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...
