Job description
Company Description
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 Description
Job Purpose
We’re seeking a talented individual to join our Investment Management team in London, which is responsible for working in conjunction with the Investment Managers to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios.
Qualifications
Key Responsibilities
Investment Management: Build and maintain suitable client portfolios, lead client meetings when needed, manage all client interactions professionally, ensure timely and accurate correspondence, and act as a trusted secondary point of contact.
Business Development: Clearly articulate the benefits and considerations of the firm’s proposition, assess suitability for prospective clients, and build strong relationships with third parties by providing clear and accurate information.
Regulatory Compliance: Prioritise fair client treatment, ensure transparent interactions, and apply relevant regulatory requirements including financial crime, client assets, conflicts of interest, TCF/Conduct Risk, data protection, Consumer Duty, complaints handling, and COBS rules.
Continuous Professional Development: Maintain and enhance skills and knowledge through regular CPD, accurately log CPD activity, and contribute to colleague development where appropriate.
Risk Management: Understand risks to clients and mitigation measures, and apply the Group’s Conduct Risk Framework to manage risks related to client detriment, market integrity, and operational processes or judgments.
Knowledge Management & Administration: Maintain accurate client records, use relevant systems proficiently, follow decision‑making and escalation processes, understand the division’s operating structure, adhere to policies and procedures, and ensure all client data is up to date.
Skills, Experience & Qualifications
- Have the ability to deal with new and existing clients
- Have the understanding of the financial services industry and investment market
- Hold experience of working within an investment management environment
- A strong ethic of client and customer service
- Have the ability to work well in pressurised environment and prioritise work
- Hold excellent communication skills
- Have good numeracy and analytical skills
Professional Qualifications and Education
- Holds a relevant level 4 qualification or above (aspiring for Level 6) and maintains an up-to-date Statement of Professional Standing
Additional Information
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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
