Evelyn Partners is a leading UK wealth management firm offering personalized financial planning and investment management services. Specializing in retirement planning, inheritance tax, employee benefits, charity investments, and online investing, the company empowers clients with expert advice across various financial needs. Driven by placing quality advice within reach of more people, Evelyn Partners stands out for its tailored approach and commitment to client success.
Open Positions
Service Desk Analyst
Customer service background, Microsoft product knowledge, and problem-solving skills required
Early Careers Development Associate
Strong administrative skills, admin experience, knowledge of Office packages, ability to work under pressure and meet deadlines
Client Administrator
GCSE Maths and English, previous administrative experience in financial services, experience in wealth management
Client Administrator
2+ years of experience in wealth management, knowledge of financial products, and excellent communication skills
Client Administrator
GCSE Maths and English (9-4 / A-C grades) or equivalent, previous administrative experience in financial services, excellent communication skills
Financial Planning Client Administrator
GCSE Maths and English, administrative experience in financial services, excellent communication and organisational skills
Associate Director Financial Planning
Proven track record, technical knowledge, excellent communication skills, risk management experience, and a strong ethic of client service
Associate Director Financial Planning
Relevant level 4 qualification, and understanding of financial planning concepts. Strong communication and client service skills
Partner Financial Planning
Build and develop client relationships, provide financial planning and wealth management advice, motivate and develop team members
Financial Planning Client Administrator
GCSE Maths and English, previous administrative experience in financial services, experience in wealth management/ financial services industry, and ability to work under pressure
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