Jobs at Evelyn Partners

Provides administrative and operational support to Investment Managers, including client communication, record maintenance, account setup, cash transfers, foreign exchange transactions, AML documentation, risk reporting, and pipeline management. The role also supports pitches, promotes digital tools, and coaches administrators while ensuring regulatory compliance and high-quality client outcomes. This is a 12-month maternity-cover contract.

Provides administrative and operational support to Investment Managers and wealth management clients. Responsibilities include maintaining client records, coordinating transfers and foreign exchange transactions, processing new accounts and AML documentation, monitoring risks and errors, supporting pitches, and promoting digital tools. The role also mentors administrators, provides process guidance, manages client relationships, and ensures regulatory and service standards are met during a 12-month maternity cover contract.

Provides Level 2 technical and operational support for core wealth management platforms. Responsibilities include incident, request, change, problem, testing, configuration, release, and upgrade management; issue prioritization and resolution; queue administration; and collaboration with business users, internal development teams, and third-party suppliers. The role requires wealth management platform knowledge, application support experience, analytical problem-solving, and familiarity with SQL, REST APIs, JIRA, and Confluence.

Provides Level 2 technical and operational support for core wealth management platforms. Responsibilities include incident, request, and change management; issue prioritization and resolution; application configuration; release and upgrade support; problem analysis; supplier and development-team coordination; and testing. Requires wealth management or investment-platform experience, application support experience, strong IT skills, and awareness of SQL, REST APIs, JIRA, and Confluence.

Leads business development across Bristol and the South West, building relationships with IFAs, wealth planners, adviser firms, and professional introducers. Drives over £100 million in annual new assets under management through prospecting, strategic account management, investment proposition sales, pipeline conversion, and regional planning. Manages senior stakeholder relationships, supports distribution strategy, coordinates regional teams, and mentors junior business development professionals.

Manage client investment portfolios and provide personalized investment advice. Build and maintain client relationships, construct portfolios, conduct investment research, execute trades, review portfolio performance, support business development, maintain accurate records, and operate within regulatory and risk-management frameworks. May also lead sector analysis and investment-team activities.

Provides administrative and client support to Financial Planners, including maintaining client records, preparing meeting packs and valuations, processing new accounts, collecting AML documentation, requesting policy information, and coordinating with operational teams. The role also involves client communication, portal guidance, pipeline management, risk and error reporting, and ensuring activities comply with company procedures and regulatory standards.

Provides administrative support to Financial Planners, maintains client relationships and records, prepares meeting packs and valuations, and coordinates with operational teams on transfers, corporate actions, scripts, and data changes. The role requires financial planning administration experience, knowledge of ISAs, SIPPs, pensions, and investments, strong client service and communication skills, and excellent organization. It begins with six months of office attendance before transitioning to a hybrid schedule.

Provides administrative support to Financial Planners, maintains client records and back-office systems, prepares meeting materials and valuations, coordinates operational activities, and builds strong client relationships. The role requires financial planning administration experience, knowledge of ISAs, SIPPs, pensions, and investments, strong communication and organizational skills, and a commitment to client service and professional development.

Build and maintain client relationships while delivering compliant, tailored financial planning and wealth management advice. Conduct client reviews, assess financial objectives and risk profiles, develop retirement, inheritance, and tax-efficient strategies, and manage client records and new business pipelines. Collaborate with investment management and professional services teams, resolve client issues, maintain regulatory standards, and complete continuing professional development.

Provides administrative support to Financial Planners, including client communication, record maintenance, meeting preparation, valuations, account setup, AML documentation, policy information requests, and pipeline management. Ensures regulatory compliance, identifies risks and errors, supports digital portal adoption, and collaborates with operational teams to deliver strong client outcomes.

Plan, build, deploy, and optimize email campaigns across the customer lifecycle using Dotdigital. Manage templates, contact data, automations, segmentation, personalization, deliverability, and performance reporting. Support integrated marketing campaigns, website content updates, QA testing, and data-led recommendations in a regulated financial services environment. Collaborate with marketing and analytics stakeholders while ensuring GDPR, consent management, accuracy, and email best practices.

Supports financial planners with client relationship management, records administration, account setup, AML documentation, pipeline monitoring, meeting preparation, reporting, and operational coordination. Responds to client enquiries, assists with portals and digital tools, liaises with internal teams and third-party providers, and identifies or escalates compliance risks, errors, and process improvements.