Jobs at Evelyn Partners

Provide level 2 technical support for core wealth management platforms, triage incidents/requests, work with suppliers and internal teams on incidents, releases and upgrades, perform problem analysis, and participate in testing and release management.

Provide Level 2 technical and operational support for core wealth management platforms, triage incidents and requests, work with suppliers and internal teams on incident/change management, support configuration, releases, testing, and problem resolution.

Provide administrative support to investment managers, maintain client records and back-office systems, manage cash/FX transfers and account setup, collate AML documentation, liaise with operational teams, prepare pitches, encourage portal use, and report risks to ensure regulatory-compliant client outcomes.

Provide personalised financial planning and wealth management advice, build and maintain client relationships, lead client meetings, produce compliant tailored recommendations, conduct regular reviews, collaborate with investment and professional colleagues, manage new business pipeline and client records, and maintain regulatory and CPD standards.

Provide administrative support to Financial Planners, build relationships with clients, prepare meeting packs and valuations, liaise with operational teams, and maintain client records and back-office systems.

Provide administrative support to Financial Planners, build client relationships, prepare meeting packs and valuations, liaise with operational teams, and maintain back-office systems and client records in line with company policy.

Provide L2 operational and technical support for core wealth management platforms. Triage incidents and requests, work with suppliers and internal teams on incidents, changes, releases and testing, support application configuration, analyze and resolve platform issues, and maintain documentation and work notes.

Provide personalised investment advice and portfolio management for private clients. Build and develop client relationships, execute business plan targets, construct and review portfolios to align with client needs and company investment policy, lead client meetings and pitches, onboard and remodel acquired portfolios, operate within risk framework, and maintain professional qualifications and CPD.

Provide proactive, commercial employee relations advice and escalation support; manage complex casework (grievances, disciplinaries, performance, sickness); conduct investigations; coach HR advisers and managers; monitor ER trends and support policy development; deliver ER and employment law training. Hybrid role with occasional travel between Bracknell and London.

Provide administrative support to Financial Planners, maintain client records and back-office systems, prepare meeting packs and valuations, manage account setup and AML documentation, liaise with third-party providers and operational teams, encourage client use of digital tools, and identify/report risks to ensure regulatory compliance and excellent client outcomes.

Provide tailored financial planning and wealth management advice, build and maintain trusted client relationships, run client reviews, manage the new business pipeline and client records, collaborate with investments and professional services, ensure compliance and high professional standards, and undertake continuous professional development.

Provide administrative support to Investment Managers, maintain client records and back-office systems, manage client contact, prepare meeting packs and valuations, assist with new business pitches, process cash/FX transfers, collate AML documentation, and identify/report risks while encouraging digital tool adoption.

Provide administrative support to Financial Planners, maintain client relationships and records, prepare meeting packs and valuations, manage account setup and AML documentation, liaise with operations and third-party providers, log risks and promote digital tools to improve client outcomes.

Provide senior employee relations advice across grievances, disciplinaries, performance and absence. Lead investigations, coach HR advisers and managers, deliver ER training, monitor trends, and support policy development to ensure fair, consistent outcomes and proactive solutions.

Lead adviser relationship development across Bristol and the South West, generating substantial new AUM (target >£100m p.a.), managing strategic accounts, promoting investment propositions (MPS, discretionary services), developing regional business plans, maintaining a disciplined pipeline, and mentoring junior BD colleagues to drive regional growth and adviser engagement.

Build and manage trusted client relationships, provide personalised investment advice and portfolio management aligned to firm investment philosophy, execute business plans, win new business, review and remodel portfolios, collaborate with financial planning colleagues, maintain accurate client records, mentor junior investment managers, and operate within a risk management and regulatory framework.

Provide personalised financial planning and wealth management advice, build and maintain client and COI relationships, execute business plans, mentor advisers, ensure compliance and record-keeping, and collaborate with Investment Management and Professional Services to grow and retain client assets.

Provide full administrative support to Financial Planners, manage client relationships and records, prepare meeting packs and valuations, liaise with operational teams on transfers and data changes, and maintain back-office systems to ensure excellent client outcomes.

Support the Financial Planning team by building and maintaining client relationships, delivering financial planning and wealth management advice where appropriate, conducting annual reviews, maintaining accurate client records and the new business pipeline, collaborating with Investment Management colleagues, and assisting with complaint resolution.

Lead and deliver holistic financial planning for private clients, grow and manage client relationships, support business development, mentor junior advisers, collaborate with Investment Management and Professional Services, maintain accurate client records and pipeline, ensure annual reviews, manage complaints, and keep technical knowledge and professional qualifications up to date.