Jobs at Evelyn Partners

Support the Regulatory HR Manager with Senior Managers & Certification Regime oversight, certification and annual recertification processes, FCA directory updates, regulatory HR records, and related policy development. Maintain knowledge of FCA, CBI, and JFSC requirements, manage professional body registrations, and ensure employees remain appropriately certified. Build effective relationships with senior stakeholders while applying regulatory knowledge accurately and pragmatically.

Product Manager responsible for translating business objectives into platform solutions across COO functions. The role manages demand, gathers and refines requirements, defines user stories and outcomes, prioritizes the product backlog, develops roadmaps, and drives delivery through stakeholder and technology collaboration. It also focuses on customer journeys, continuous improvement, impact assessment, dependencies, and change initiatives within a wealth management environment.

Own product and platform strategy for COO functions, connecting business stakeholders with technology teams. Responsibilities include managing demand, gathering requirements, defining user stories, measuring outcomes, maintaining a prioritized backlog, supporting quarterly planning, and improving client and user journeys. The role also requires roadmap development, dependency and impact assessment, stakeholder influence, and end-to-end delivery management within an agile environment.

Own the product strategy and delivery backlog for platform solutions, connecting business stakeholders, COO functions, and technology teams. Responsibilities include assessing demand, defining requirements and user stories, prioritizing initiatives, developing roadmaps, measuring outcomes, managing dependencies, evaluating solution designs, and improving client and user journeys. The role requires strong stakeholder influence, Agile product management expertise, project planning skills, and the ability to translate technical concepts into business-focused solutions within a wealth management environment.

Product Manager responsible for translating business objectives into technology and platform solutions across COO functions. The role manages demand, gathers requirements, defines user stories, prioritizes product backlogs, develops roadmaps, and drives measurable outcomes. It also involves stakeholder engagement, agile delivery, dependency management, solution evaluation, and improving client and user journeys within a wealth management environment.

Supports the FP&A team with financial analysis, forecasting, budgeting, executive reporting, and performance insights. The role focuses on integrating financial data with NatWest Finance, consolidating rolling forecasts, automating reporting, tracking integration metrics, and providing actionable analysis to business leaders. It also involves preparing management information, interpreting financial results, and supporting business contacts with ad hoc analysis.

Provides Level 2 technical support for core wealth management platforms, investigating and resolving application issues, triaging incidents and requests, and coordinating with business users, suppliers, and development teams. Responsibilities include application configuration, release and upgrade support, problem analysis, change management, testing, and maintaining incident documentation. The role requires wealth management or investment banking experience, application support knowledge, and familiarity with SQL, REST APIs, JIRA, and Confluence.

Provides Level 2 technical support for core wealth management platforms, investigating and resolving application issues, triaging requests, and managing incidents, problems, and changes. The role supports application configuration, releases, upgrades, testing, and release management while coordinating with business users, internal development teams, and third-party suppliers. Candidates should have experience in application support and wealth management or investment banking, with knowledge of SQL, REST APIs, JIRA, Confluence, and relevant wealth platforms.

Provides Level 2 technical and operational support for core wealth management platforms. Responsibilities include incident, request, change, problem, configuration, release, upgrade, testing, and application support; prioritizing issues; maintaining work notes; and collaborating with business users, internal development teams, and third-party suppliers. Requires wealth management or investment banking experience, application support expertise, strong IT skills, and awareness of SQL, REST APIs, JIRA, and Confluence.

Provide Level 2 technical support for core wealth management platforms, including incident, request, and change management. Investigate and resolve application issues, prioritize support queues, maintain work notes, assist with configuration, releases, upgrades, testing, and release management. Collaborate with business users, internal development teams, and third-party suppliers to resolve problems and support platform users.

Senior Financial Analyst responsible for extracting, reviewing, and posting revenue and accruals; reconciling revenue to cash receipts; maintaining audit and control reconciliations; supporting regulatory returns; preparing Excel reports and commentary; and completing monthly balance sheet reconciliations. The role requires collaboration with finance and operational teams, strong accuracy, communication, problem-solving, and management accounting experience.

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 knowledge of financial products, excellent organization, communication, and client-service skills. It begins with six months of full-time office attendance before transitioning to a hybrid schedule.

Build and manage client relationships while providing tailored investment advice and portfolio management. Review and restructure portfolios according to client objectives, risk profiles, tax circumstances, and investment policies. Execute business plans, complete transactions accurately, identify new business opportunities, collaborate with financial planning teams, maintain regulatory compliance, manage complaints, and contribute to investment research. The role requires strong financial markets knowledge, client communication, analytical ability, risk awareness, and relevant professional qualifications.

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.

Provides administrative support to Financial Planners, maintains client records and back-office systems, prepares meeting packs and valuations, liaises with operational teams, and builds strong client relationships. The role requires knowledge of financial products, excellent organization and communication skills, and a commitment to client service and professional development. It is based in London with full-time office attendance during probation, followed by a hybrid schedule.

Leads holistic financial planning for private clients, including retirement, inheritance, tax efficiency, risk, and investment-related advice. Builds and maintains client and professional adviser relationships, generates new business with business development teams, manages the new business pipeline, conducts annual reviews, mentors junior financial planners, maintains accurate records, and ensures regulatory, risk management, and service standards are met.

Provides administrative support to Financial Planners and maintains strong client relationships. Responsibilities include managing client records and back-office systems, coordinating with providers and operational teams, preparing meeting packs and valuations, processing new business and servicing activities, collecting AML documentation, monitoring risks and errors, and supporting client use of digital portals while maintaining regulatory compliance.

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.