Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job DescriptionJob Purpose
To build and develop trusted relationships with current and potential clients. To be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with our investment philosophies & process.
Key Responsibilities
- Build, manage and strengthen client relationships through the delivery of high-quality ongoing service, identifying opportunities for new business, referrals and client retention.
- Lead professional client meetings, providing accurate, up-to-date and tailored investment advice, while constructing and reviewing portfolios aligned to clients' objectives, risk profiles and tax circumstances.
- Execute the annual business plan and achieve agreed individual performance targets, ensuring all investment transactions are completed accurately and within required timescales.
- Collaborate closely with Financial Planning and Professional Services colleagues to deliver integrated client solutions and enhance overall client relationships.
- Maintain accurate and comprehensive client records, ensure regulatory and policy compliance, proactively manage complaints, and support timely resolution where required.
- Develop and maintain technical expertise through continuous professional development (CPD) and, where applicable, contribute to investment research activities by providing sector analysis, recommendations and leadership within specialist research teams.
Skills, Experience & Qualifications
- Strong understanding of the financial services industry, investment markets and the wider wealth management landscape.
- Proven experience managing client investment portfolios and delivering tailored investment advice aligned to client objectives.
- Demonstrated ability to review, restructure and align newly acquired portfolios with established investment policies and strategies.
- Extensive technical and product knowledge, with the ability to clearly communicate a broad range of investment management solutions and strategies to clients and stakeholders.
- Ability to perform effectively in a fast-paced, pressurised environment, managing competing priorities and deadlines.
- Excellent communication skills with the ability to build credibility and influence at all levels.
- Strong numerical, analytical and problem-solving capabilities with a high attention to detail.
- Track record of leading client pitches, developing relationships, and successfully winning new business opportunities.
- Experience operating within a robust risk management framework, coupled with a comprehensive understanding of the risks, regulatory requirements, and challenges associated with a private client business
Professional Qualifications & Education
- Holds a relevant Level 6 qualification (or higher), with a commitment to progressing towards Level 7 status.
- Maintains a current and valid Statement of Professional Standing (SPS).
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
Skills Required
- Strong understanding of financial services, investment markets, and wealth management
- Experience managing client investment portfolios and delivering tailored investment advice
- Experience reviewing, restructuring, and aligning acquired portfolios with investment policies and strategies
- Extensive technical and product knowledge of investment management solutions and strategies
- Ability to manage competing priorities and deadlines in a fast-paced environment
- Excellent communication, relationship-building, credibility, and influencing skills
- Strong numerical, analytical, problem-solving, and attention-to-detail skills
- Track record of leading client pitches, developing relationships, and winning new business
- Understanding of risk management, regulatory requirements, and private client business risks
- Relevant Level 6 qualification or higher
- Commitment to progressing toward Level 7 status
- Current and valid Statement of Professional Standing
What We Do
Life is full of decisions that shape our future, but to make great decisions we need certainty and good advice. At Evelyn Partners (formerly Tilney Smith & Williamson), we have been giving good advice and helping people and businesses flourish for almost 200 years. Our mission is ‘to place the power of good advice into more hands’. We’re committed to giving more people and businesses access to good advice, regardless of their wealth or the size of their company. We are the UK’s leading integrated wealth management and professional services group. We can look after the combined wealth and tax needs of our clients and provide specialist accountancy, assurance, tax and advisory services for businesses. Our clients range from online investors to those requiring bespoke wealth management, and from charities to entrepreneurs and corporate businesses. By understanding you and partnering with you, our advice can help you achieve what matters to you most
