Jobs at Evelyn Partners

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.

Manage a team of 9 to deliver compliant, timely client onboarding. Oversee vetting of documentation for AML, FATCA, FCA, CASS, KYC and suitability. Drive continuous improvement, governance, KPI/KRI reporting, training, and technical escalation to safeguard the firm and ensure a positive client onboarding experience.

Lead adviser relationship development across Bristol and the South West to identify, convert and manage IFAs, wealth planners and firms. Deliver in excess of £100m new AUM annually via new business, strategic account management and pipeline discipline. Promote MPS and discretionary propositions, build regional business plans, collaborate with regional offices, mentor junior BD colleagues and host adviser events to drive consistent client and adviser experience.

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 administrative support to Investment Managers, manage client relationships and records, process cash and FX transactions, handle new account setup and AML documentation, liaise with operational teams, identify and report risks, coach administrators, and support client digital tool adoption.

Provide environment management and release support across multiple financial systems. Coordinate daily health checks, investigate file transfers and API/UAT connection issues, manage test account credentials, perform environment refreshes and CORD releases, and liaise with stakeholders to resolve incidents and support governance.

Provide administrative and client-facing support to Investment Managers, maintain client records and back-office systems, prepare meeting packs and valuations, assist with pitches, and handle cash transfers, FX transactions and account monitoring while ensuring regulatory compliance and excellent client service.

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.

Provide administrative support to Financial Planners, maintain client records and back-office systems, prepare meeting packs and valuations, liaise with operational teams, and build relationships to deliver excellent client outcomes within a wealth management setting.

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.

Provide site reliability and environment management for test and production systems, coordinate releases and environment refreshes, investigate file transfers and API connectivity issues, manage test account credentials and password rotations, and liaise with stakeholders and vendors to resolve system failures and support UAT activities.

Lead risk and compliance for Evelyn Partners Investment Management (Europe) Ltd: chair and report to risk and audit committees, maintain compliance risk assessments, act as MLRO, oversee AML/CFT policies and regulatory requests, design and run risk-based monitoring, escalate issues to board and group committees, and provide compliance advice, training and monitoring.

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.

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

Process daily operations tasks accurately and on time, meet team KPIs, respond to client and internal enquiries, maintain documents and data quality, escalate issues, and ensure regulatory compliance and fair treatment of clients.

Provide personalised financial planning and wealth management advice, build and maintain client relationships, deliver annual business plan targets, conduct annual client reviews, collaborate with investment colleagues, maintain accurate client records and pipeline, and ensure regulatory and CPD compliance.

Support environment management and releases for test and production systems: monitor daily health checks, coordinate issue resolution and environment refreshes, manage account/password updates, investigate file transfers and API connectivity, and coordinate cross-team UAT and credential activities.

Provide telephone-based operational support to financial planning teams by obtaining third-party policy information, completing script templates and Xplan updates, meeting SLAs and quality standards, handling project tasks, and assessing client file documents for compliance.

Provide personalised financial planning and wealth management advice, build and maintain client relationships, execute individual business plans, run client meetings and reviews, collaborate with investment and professional services, maintain accurate client records and pipeline, and meet regulatory CPD and compliance requirements.

Perform daily operations processing and checks to meet KPIs and SLAs. Handle client and system enquiries, maintain and respond to written client correspondence, ensure data accuracy and compliance, escalate issues, collate MI, and support high-quality client care.