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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 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.