Teams 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.