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 and Careers | Evelyn Partners

To build and develop trusted relationships with current and potential clients. To be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company’s investment philosophies & process.

Key Responsibilities

• To look after and support client needs
• To execute the annual Business plan in line with agreed individual targets
• To build new client relationships and develop existing client relationships through effective. ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
• Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
• To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
• To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
• To place deals accurately and in a timely fashion
• To work in partnership with Financial Planning (FP)and Professional Services (PS) colleagues to develop client relationships
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
• To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group) Investment Research –Sector Specialist (where appropriate)
• Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm’s wider Investment Process needs
• Understand the sector, providing appropriate recommendations, based on a wide range of resources
• Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
• Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
• Leading the team and ensuring standards are met (where appropriate) Key Skills and Experience

• Understanding of the financial services industry and investment market
• Experience of managing client investment portfolios and providing investment advice
• Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
• Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
• Ability to work well in pressurised environment and prioritise work
• Excellent communication skills both written and verbal
• Excellent numeracy and analytical skills
• Experience of leading pitches and winning new business
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

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

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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.