Evelyn Partners

Were looking for a Client Administrator to join our Client Delivery team within our Leeds office. As a Client Administrator you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for

Were looking for a Client Administrator to join our Client Delivery team within our Leeds office. As a Client Administrator you will play a pivotal role in supporting Financial Planners and ensuring the delivery of an exceptional client experience. Acting as a key point of contact for

Job PurposeTo provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards. To be a role model and mentor to team members a go-to person within the te

Job PurposeTo provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards. To be a role model and mentor to team members a go-to person within the te

Job PurposeTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned Financial Planners to d

Job PurposeTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned Financial Planners to d

Job PurposeTo 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 the Companys investment philosop

Job PurposeTo 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 the Companys investment philosop

What will you be doingWere seeking a talented individual to join our team in London on a 6 month FTC which is responsible for playing a key part in delivering business and marketing objectives with a strong emphasis on email marketing within a regulated UK financial services environme

What will you be doingWere seeking a talented individual to join our team in London on a 6 month FTC which is responsible for playing a key part in delivering business and marketing objectives with a strong emphasis on email marketing within a regulated UK financial services environme

What will you be doing Were seeking a talented individual to join our team in Glasgow which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platfo

What will you be doing Were seeking a talented individual to join our team in Glasgow which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third party platfo

What will you be doingWere seeking a talented individual to join our Fees team in Liverpool on a 12 month FTC which is responsible for all aspects of Account Opening and Maintenance primarily in Fees administration helping out on Account Opening Static Data Internal account reconcilia

What will you be doingWere seeking a talented individual to join our Fees team in Liverpool on a 12 month FTC which is responsible for all aspects of Account Opening and Maintenance primarily in Fees administration helping out on Account Opening Static Data Internal account reconcilia

What will you be doing We are looking for a talented individual to join us as an Operations Executive - COO & CASS Oversight in Glasgow or your role you will perform daily duties associated with the COO & CASS Oversight function ensuring work is completed accurately and on time while

What will you be doing We are looking for a talented individual to join us as an Operations Executive - COO & CASS Oversight in Glasgow or your role you will perform daily duties associated with the COO & CASS Oversight function ensuring work is completed accurately and on time while

What will you be doing Were seeking a talented individual to join our Infrastructure Operations team in Liverpool which is responsible for supporting both business-as-usual operations and a broad portfolio of technology change. The role is suited to an experienced third-line infrastru

What will you be doing Were seeking a talented individual to join our Infrastructure Operations team in Liverpool which is responsible for supporting both business-as-usual operations and a broad portfolio of technology change. The role is suited to an experienced third-line infrastru

Were seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering

Were seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering

What will you be doingThe Client Administrator will join our Financial Planning team in which you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.Whats

What will you be doingThe Client Administrator will join our Financial Planning team in which you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.Whats

 What will you be doing Were seeking a talented individual to join our team in Glasgow on a 6 Month FTC which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our

 What will you be doing Were seeking a talented individual to join our team in Glasgow on a 6 Month FTC which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our

 What will you be doing Were seeking a talented individual to join our team in London on a 6 Month FTC which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our t

 What will you be doing Were seeking a talented individual to join our team in London on a 6 Month FTC which is responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our t

Job PurposeTo build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable tailored and

Job PurposeTo build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable tailored and

Job PurposeTo build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable tailored and

Job PurposeTo build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable tailored and

What will you be doing Were seeking a talented Senior Risk Manager to join our team in London on a 12 month FTC which is responsible for assisting in a wide-ranging aspect of development and business-as-usual activities across the risk management framework. Given the nature of Evelyn

What will you be doing Were seeking a talented Senior Risk Manager to join our team in London on a 12 month FTC which is responsible for assisting in a wide-ranging aspect of development and business-as-usual activities across the risk management framework. Given the nature of Evelyn

Job PurposeTo provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards. To be a role model and mentor to team members a go-to person within the te

Job PurposeTo provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards. To be a role model and mentor to team members a go-to person within the te

Job PurposeTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards. To be a role model and mentor to team members a go-to person within the tea

Job PurposeTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards. To be a role model and mentor to team members a go-to person within the tea

Job PurposeTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned Financial Planners to d

Job PurposeTo provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned Financial Planners to d

Job PurposeThe role of a Portfolio Implementation Analyst is to support the implementation of model portfolios into client portfolios ensuring alignment with investment strategy while accommodating client system and product constraints. The role will work closely with Portfolio Manage

Job PurposeThe role of a Portfolio Implementation Analyst is to support the implementation of model portfolios into client portfolios ensuring alignment with investment strategy while accommodating client system and product constraints. The role will work closely with Portfolio Manage