Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Purpose

To work in conjunction with the Investment Management team to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios.

Key Responsibilities

• To look after and support client needs
• To assist with the management of client portfolios including dealing, in line with your competency status
• To assist in preparing for client review meetings and provide support as required.
• To undertake basic analysis as required
• To assist with presentations, investment proposals and pitches as required
• 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
• 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

Skills, Experience & Qualifications

• Holds a minimum Level 4 qualification CISI or equivalent 
• Ability to deal with new and existing clients
• Understanding of the financial services industry and investment market 
• Experience of working within an investment management environment 
• A strong ethic of client and customer service 
• Ability to work well in pressurised environment and prioritise work 
• Excellent communication skills both  
• Good numeracy and analytical skills 

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.