Jobs at Evelyn Partners

Manages client investment portfolios and provides personalized investment advice aligned with client objectives, tax circumstances, risk tolerance, and firm investment philosophy. Builds and maintains client relationships, leads meetings, executes trades, reviews and remodels portfolios, and supports business development. Conducts sector-specific investment research, develops recommendations and analysis, collaborates with financial planning colleagues, maintains regulatory records, and operates within risk management requirements.

Leads holistic financial planning for private clients, including retirement, inheritance, tax efficiency, risk, and investment objectives. Develops new business, manages client relationships, conducts annual reviews, maintains the business pipeline and records, and partners with business development, investment management, and professional services teams. Mentors junior financial planners, builds professional adviser relationships, ensures regulatory compliance, and supports complaint resolution and ongoing professional development.

Provides administrative support to Financial Planners, manages client relationships, coordinates with operational teams, prepares meeting packs and valuations, and maintains client records and back-office systems. The role requires prior financial planning or wealth management experience, knowledge of financial products, strong client service and communication skills, and excellent organization. It offers structured training, professional development, and hybrid working after a six-month office-based probation period.

Provides administrative support to financial planners, maintains client records and back-office systems, prepares meeting packs and valuations, coordinates operational activities, and builds strong client relationships. The role requires financial planning or wealth management experience, knowledge of financial products, excellent organization, communication, and client service skills. It is office-based during probation, followed by a hybrid schedule.

Provides administrative support to financial planners, maintains client records and back-office systems, prepares meeting packs and valuations, coordinates with operational teams, and builds strong client relationships. The role requires financial planning or wealth management experience, knowledge of financial products, excellent communication and organizational skills, and a strong commitment to client service. It is based in Belfast, initially fully office-based during probation, followed by a hybrid schedule.

Provides administrative support to Financial Planners, maintains client records and back-office systems, prepares meeting packs 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.

Provides administrative support to financial planners, builds and maintains client relationships, coordinates with operational teams, prepares meeting packs and valuations, and maintains accurate back-office systems and client records. The role requires financial planning or wealth management experience, knowledge of financial products, strong client service and communication skills, and excellent organization. It is based in London, initially fully office-based during probation, followed by a hybrid schedule.

Prepare suitability reports and technical research for Financial Planners across financial products and investment solutions. Maintain accurate client records, support cashflow modelling in client meetings, manage advice processes, comply with FCA guidelines, maintain back-office systems, identify risks and breaches, and contribute to financial planning projects. The role requires strong financial advice writing, technical knowledge, organisation, communication, analytical ability, and stakeholder management.

Provides second- and third-line security event analysis, incident response, SOC support, alert and monitoring oversight, phishing campaign management, and security tooling maintenance. Coordinates with third-party security vendors, analyzes cyberattack trends, supports incident response as a technical SME, reviews information systems and infrastructure, and promotes secure behaviors across the business. Requires experience with SOC operations, detection engineering, SIEM, IAM, DLP, Azure, Microsoft 365, Zero Trust, and MITRE ATT&CK.

Monitor, analyze, and respond to escalated security incidents within the SOC. Coordinate with third-party security vendors, review monitoring rules and security reports, maintain security tooling, support phishing campaigns, and contribute technical expertise to cyber incident response. The role also drives operational security improvements, performs infrastructure security reviews, and advises stakeholders on secure practices, policies, and regulatory requirements.

Supports SOC operations through second- and third-line security incident analysis, response, detection engineering, and escalation. Coordinates third-party security vendors, maintains security tooling, reviews monitoring rules, manages phishing campaigns, analyzes attack trends, and supports cyber incident response. The role also performs security reviews across systems and infrastructure, promotes secure behaviors, and advises stakeholders on operational security, policies, controls, and regulatory requirements in an Azure and Microsoft 365 environment.

Build and manage trusted client relationships while delivering compliant, personalized financial planning and wealth management advice. Conduct client reviews, develop retirement, inheritance, tax-efficiency, and investment recommendations, maintain accurate client and pipeline records, collaborate with investment and professional services teams, and identify referral opportunities. The role requires strong technical knowledge, communication, client service, regulatory awareness, and ongoing professional development.

Provide administrative and operational support to Financial Planners, manage client records and back-office systems, coordinate processing activities, prepare meeting materials and valuations, and maintain regular client contact. The role supports client outcomes, liaises with operational teams on transfers and other activities, and helps improve efficiency while building strong client and colleague relationships.

Support Financial Planners by managing client records, coordinating business processing, preparing meeting packs and valuations, maintaining back-office systems, and providing responsive client and stakeholder communication. The role requires financial planning or wealth management experience, knowledge of financial products, strong organization, attention to detail, and a commitment to excellent client service. It is initially office-based in Leeds, transitioning to a hybrid working pattern after six months.

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.

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.