Jobs at Evelyn Partners

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.

Provides third-line infrastructure support across Windows Server, Active Directory, Azure, networking, firewalls, certificates, virtualisation, storage and security tooling. Supports migrations, projects, service transitions, remediation, integrations and disaster recovery. Owns infrastructure changes through planning, implementation, validation and handover, while preparing change governance materials and audit evidence for security, regulatory and compliance frameworks. Coordinates with vendors and contributes to vulnerability management, legacy remediation and operational governance in a regulated enterprise environment.

Provides administrative and client-service support to Investment Managers in a wealth management environment. Responsibilities include maintaining client records and back-office systems, preparing meeting materials and valuations, processing cash and foreign exchange transactions, establishing accounts, collecting AML documentation, coordinating operational requests, monitoring risks and errors, supporting business pitches, and encouraging client use of digital tools. The role requires wealth management experience, XPlan knowledge, strong organization, communication, judgment, and client-service skills.

Provides administrative support to Financial Planners, builds and maintains client relationships, prepares meeting packs and valuations, liaises with operational teams, and maintains client records and back-office systems. 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 Newcastle upon Tyne, initially fully office-based during probation, then hybrid.

Provides administrative and client service support to Investment Managers within a wealth management environment. Responsibilities include maintaining client records and back-office systems, coordinating with operational teams and third-party providers, processing cash transfers and foreign exchange transactions, opening accounts, collecting AML documentation, monitoring balances, supporting pitches, managing client communications, and reporting risks, breaches, and errors in accordance with regulatory requirements.

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.

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 products such as ISAs, SIPPs, pensions, investments, and bonds, excellent communication and organization, and a commitment to client service and professional development.

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.