Teams at Evelyn Partners

Provide administrative support to financial planners and act as primary client contact. Schedule and coordinate meetings, prepare client documentation and meeting packs, process onboarding and Letters of Authority, update CRM, prepare reports, and handle withdrawal/drawdown requests while ensuring accuracy and regulatory compliance.

Provide administrative support to financial planners, act as primary client contact, manage onboarding, prepare documentation and reports, process withdrawal/drawdown requests, and maintain CRM and regulatory-compliant records to ensure client satisfaction.

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.