Evelyn Partners is the UK’s 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 they’re 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

Careers | Evelyn Partners

Job purpose

We are a fast paced and progressive department with a passion for helping optimise people productivity and efficient allocation of staff for client assignments.

Key Responsibilities

• Responsible the allocation and utilisation of Resources within the department to ensure optimal productivity and efficiency.
• Develop and maintain relationships with internal stakeholders to understand skills and aspirations and identify opportunities for individuals to develop and utilise their skill-set.
• Proactively Manage all Resource requests and highlighting any concerns to the Resourcing Managers/Head of Resourcing
• Interpret and produce meaningful Management information and provide timely information to Executive management team 
• Work alongside the Resource Manager/Head of Resourcing to ensure service is aligned to the overall strategy and vision of the Department
• Daily Monitoring of the Resourcing Inbox and Emails kept to a minimum to ensure all data is accurate and up to date

Key Skills and Experience

• Demonstrable experience of Resource scheduling/ allocation in a professional services firm
• Experience of using a resource booking system, ideally Retain
• Proven ability to manage time effectively and prioritise tasks
• Good communication skills

Key Competencies

• Judgement – ability to take a situation and reach a suitable conclusion based on information available
• Proactive, self motivated and good attention to detail
• Planning and organisational skills – ensuring deadlines are met
• Customer focus – ability to build strong relationships with stakeholders
• Commercial awareness – awareness of the key business drivers and commercial pressures
• Teamwork

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.