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Evelyn Partners
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  • IFA Client Administrator  

    Evelyn Partners
    - Leeds
    Apply Now
    Job DescriptionWhat will you be doing? We’re seeking a talented indivi... Read More
    Job Description

    What will you be doing? We’re seeking a talented individual to join our Financial Planning team in Leeds.  This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days in office and 2 days working from home. As Client Administrator,  your responsibilities will include among others:-Working closely with the aligned Financial Planners to deliver excellent client outcomes while building relationships with clients and maintaining regular contact.Requesting policy information from third party policy providers if applicable, while maintaining back-office systems and client records in line with the company policies.Liaising with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable.Preparation of meeting packs and valuations (as required)Process all business in accordance with required processes & proactive pipeline management, to include establishing new accounts on internal systems and collating AML documentation as required.
    Qualifications

    Skills & Experience:- To be successful in this role, you should:Hold GCSE Maths and English (9-4 / A-C grades) or equivalent Have previous administrative experience working within financial services Have previous Administrative experience working in wealth management/ financial services industryHave experience of working in personal injury/ court of protection client work would be an advantageGained experience of processing new business, transfers, preparing meeting packsHave the ability to work under pressure and to prioritise work.Excellent communication skills with organisational skills.

    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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 Read Less
    Apply Now

  • Associate Financial Planner  

    Evelyn Partners
    - Bracknell
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 PurposeAn exciting opportunity has arisen to join the Bracknell Financial Planning team, supporting a Senior Client Partner. You will gain a hi-level of exposure to clients and work very closely alongside the Partner.

    To 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 personalised to the client and in line with advice and control policies.QualificationsKey ResponsibilitiesTo look after and support client needs - supporting the Senior Client PartnerTo build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clientsTo ensure clients have the right advice to achieve their financial objectivesTo ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirementsTo work in partnership with Investment Management colleagues to develop client relationshipsMaintain the New Business Pipeline (NBP) and ensure all values and dates are up to dateEnsure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policyTo strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolutionSkills, Experience & QualificationsAbility to deal with new and existing clients on a fee basis RequiredAbility to understand and communicate advice practices and processes clearly and effectively RequiredTechnical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions RequiredA strong ethic of client service RequiredAbility to work under pressure and to prioritise work RequiredExcellent communication skills, both written and verbal RequiredProfessional Qualifications and EducationDesired - Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
    Apply Now

  • Client Administrator  

    Evelyn Partners
    - Edinburgh
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionClient Administrator – Investment Management What will you be doing?We’re seeking an ambitious individual to join our Investment Management team in Edinburgh, you will be responsible for providing full administrative support to Investment Managers, as well as building relationships with clients to deliver a positive and sleek client experience.What’s in it for me? As a Client Administrator at Evelyn Partners, you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.This is a hybrid working role with a requirement to be in the office 4 days per week.As a Client Administrator, your responsibilities will include among others:To work closely with the aligned Investment Managers to deliver excellent client outcomes. To build relationships with clients and maintain regular contact.Liaise with operational teams where support is provided on activities. , scripts, transfers, corporate actions, static data changes, where applicable.Preparation of meeting packs and valuations (as required)Assist investment managers in the preparation of new business pitches and presentations Maintain back-office systems and client records in line with the company policies.QualificationsTo be successful in this role, you shouldProven administrative support experience working in the financial services industryAn ambition to build a career within financial services firm, with a willingness to learn and develop A strong ethic of client service. Strong communication skills with an ability to build relationshipsThe ability to fully plan workload and display excellent organisational skills.Ability to use judgement and reasoning to propose solutions to problems. Knowledge of Investment productsAdditional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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 Read Less
    Apply Now

  • Operations Executive - SIPP & Provider Admin  

    Evelyn Partners
    - Bracknell
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionWhat will you be doing? We’re seeking a talented individual to join our team in Bracknell, which is responsible for providing administration support to the business on a wide range of activities in respect of the core providers used by Evelyn Partners.We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career. As Operations Executive - SIPP & Provider Admin, your responsibilities will include among othersManage and process all aspects of administration on the BestSIPP PropositionManage client’s cash flow with Key SIPP providers to ensure withdrawals and investments are processed accurately in a timely mannerManaging the SIPP and Provider Administration mailboxes daily and responding to queries within the agreed SLA and checking of SIPP provider formsProcess agency transfers for clients resulting from acquisitions and legal entity mergersUpdate the CRM system to maintain a clear audit trailProactively develop and maintain effective relationships with providers and operational colleagues while adhering to regulatory standardsQualificationsTo be successful in this role, you should:Previous operational experience within the financial services industryPrevious pensions experience highly desirable Proficient IT skills in core Microsoft Office systems and highly proficient using Excel Organisation and prioritisation skills being able to work independently and within a teamExcellent verbal and written communication skills with an eye for detailExperience with 3rd Party providers portals and functionalityDesired: Have a desire to further development and to undertake relevant examinations.Certificate in Financial Administration (CF1) or equivalentFor candidates with no relevant experience, GCSE’s (or equivalent) at level C or higher in relevant subjectRelevant professional qualifications CISI Investment Operations Certificate desirable but not essentialAdditional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
    Apply Now

  • Manager Account Opening  

    Evelyn Partners
    - Liverpool
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionWhat will you be doing?We’re seeking a talented Manager - Accounts Opening to join our team in Liverpool. You will be responsible for a team of 10 who will perform the daily duties, checking and general processing of all Account opening functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. As Manager - Account Opening, your responsibilities will include among others:Assist the Senior Manager in daily responsibility for oversight of the team ensuring that all team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales and appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.Provide technical advice to assist in resolving complex issues or queries which arise within the team and to the change management programme relevant to your area, to actively manage the development and delivery of changes to operational and systems infrastructure.Ensure comprehensive client records are kept and that these are accurate and up to date at all times.Support management in ensuring that systems, processes, and controls are in place and are fit for purpose and ensure that team procedures are documented, periodically reviewed, and updated.Work with management to review business initiatives, policies, and products from an operational perspective to ensure that they are fully supportable.Regularly complete Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role highlighting to the senior manager.QualificationsTo be successful in this role, you should:Significant operations experience gained within financial servicesDemonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations Demonstrable experience of supervising the work of more junior members of staffExperience of managing a team desirable, although not essential Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level ExcelDesired: Relevant Level 3 FCA recognised professional qualification ( CISI Investment Operations Certificate) or appetite and ability to complete it within 18 months of appointmentAdditional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
    Apply Now

  • Associate Financial Planner  

    Evelyn Partners
    - Newcastle upon Tyne
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionWhat will you be doing? We’re seeking a talented individual to join our Financial Planning team in Newcastle-upon-Tyne, to work in conjunction with the Financial Planning team to build and develop trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice.As an Associate Financial Planner, your responsibilities will include among others: -To look after and support client needsTo build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clientsTo ensure clients have the right advice to achieve their financial objectivesTo ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirementsTo work in partnership with Investment Management colleagues to develop client relationshipsMaintain the New Business Pipeline (NBP) and ensure all values and dates are up to dateEnsure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policyTo strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolutionQualificationsSkills & Experience To be successful in this role, you should:-Holds CII Level 4 Diploma in Regulated Financial Planning (or equivalent) and aspiring for Level 7 and maintains an up-to-date Statement of Professional StandingPossess technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Have the ability to deal with new and existing clients on a fee basis Have the ability to understand and communicate advice practices and processes clearly and effectively Have a strong ethic of client service Ability to work under pressure and to prioritise work Excellent communication skillsAdditional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
    Apply Now

  • Director Financial Planning  

    Evelyn Partners
    - Birmingham
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionWhat will you be doing? We’re seeking a talented individual to join our Financial Planning team in Birmingham. The team is responsible for building & developing 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 personalised to the client and in line with advice and control policies. Be strategically aligned to the Company's goals and objectives and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market.As Director Financial Planning, your responsibilities will include among others: -Looking after and supporting client needsPlanning, implementing and executing the annual business plan in line with agreed individual expectationsBuilding new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clientsStructure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needsEnsure clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clientsEnsuring client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirementsWorking in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationshipsBuilding and maintaining COIs to initiate and nurture close relationships with professional advisersMaintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policyStriving for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolutionEnsure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)Qualifications​​​​Skills & Experience To be successful in this role, you should:-Have the proven ability to deal with new and existing clients on a fee basis Have the ability to understand and communicate advice practices and processes clearly and effectively. Analyse client information and highlight requirements to make suitable recommendations Possess the technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Have a strong ethic of client and customer service and work well under pressure / prioritise workExcellent communication skills both written and verbal Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business RequiredProfessional Qualifications and EducationHolds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing, Chartered Status preferred Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
    Apply Now

  • Paraplanner  

    Evelyn Partners
    - Newcastle upon Tyne
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionWe’re seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office. This hybrid role both within Paraplanning and Associate Financial Planning and is ideally suited to someone who wants to continue progressing down the advisory route, while developing deeper technical knowledge and expertise.Our team provides comprehensive support to Financial Planners and Partners by ensuring timely, accurate completion of tasks throughout the advice process. In this role, you will not hold your own client bank but will work closely with Partners to deliver high‑quality client outcomes. Responsibilities span technical research, preparation of advice, and maintaining accurate records, while also supporting client interactions and meetings where required.Key ResponsibilitiesAs a Paraplanner / Associate Financial Planner, your responsibilities will include:Gathering client information and documentation to support advice preparation, and conducting technical research across a wide range of financial products and solutions.Collaborating with Financial Planners to ensure clients receive the right advice to achieve their objectives, while maintaining strong client relationships.Preparing suitability reports and supporting documentation for Financial Planners.Ensuring all advice-related tasks are completed accurately and uploaded to internal systems.Maintaining comprehensive and up-to-date client records in line with FCA and company standards.Supporting Financial Planners in client meetings, including cashflow modelling and note-taking where required.QualificationsQualifications & SkillsTo be successful in this role, you should:Hold a Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status.Have strong technical knowledge of financial planning processes and products.Demonstrate excellent attention to detail and accuracy.Be able to manage multiple priorities and deadlines effectively.Have strong communication and collaboration skills.Maintain a professional approach and lead by example.Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
    Apply Now

  • Operations Executive Fees - 10 Month FTC  

    Evelyn Partners
    - Liverpool
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionWhat will you be doing?We're seeking a talented individual to join our Fees team in Liverpool, which is responsible for all aspects of Account Opening and Maintenance, primarily in Fees administration, helping out on Account Opening, Static Data, Internal account reconciliations etc.This is a hybrid working role with an expectation to be in the office 3 days per week. As an Operations Executive, your responsibilities will include among others:Fees responsibilities: maintaining fee static data on various systems, loading fee rates onto new accounts, processing fee debits, refunds and reversals; validate fee documentation; provide fee guidance to branches: man mailbox: answers calls regarding fees; liaising with platform providers and Finance; assist the team with ongoing fee projects etc.Help out teams within the same stream and departments as and when required (training provided)Adopt a high-quality culture to minimise error, ensuring quality service levels and high standards are delivered. High levels of Accuracy and ability to work within tight deadlines are essential.Ability to liaise effectively and constructively with internal and external companies and provide assistance to their queriesQualificationsTo be successful in this role, you should:Mathematics, Economics, Finance or similar background with a passion for numbers. Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to various, including senior audiences.Demonstrate ability to understand and summarise complex information in a professional and concise manner, with high levels of accuracy and attention to detail.Ability to solve problems quickly, organise workloads effectively and meet tight deadlines.Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.Desired:Experience gained within a financial services institution especially in Operations is advantageous but not essential.Relevant professional qualifications CISI Investment Operations Certificate / CII Certificate in Financial Services / CII Diploma in Regulated Financial Planning, desirable but not essentialAdditional InformationAs a colleague here at Evelyn Partners you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
    Apply Now

  • Paraplanner  

    Evelyn Partners
    - London
    Apply Now
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    Company DescriptionEvelyn 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 DescriptionWe are building our Paraplanner Talent Pool for upcoming opportunities across Evelyn Partners. As we continue to grow, we are looking for individuals who combine strong technical knowledge with an exceptional client‑centric mindset.As a Paraplanner, you will play a key role in supporting our Financial Planners to deliver high‑quality, compliant, and meaningful advice to clients. You will also contribute directly to client meetings, particularly in areas such as cashflow modelling and technical explanations.This is an excellent opportunity for someone who is committed to long‑term career development within financial planning and is motivated by delivering high standards of work, collaboration, and continuous improvement.What you'll be doing:In this role, you will:Client Advice & Technical SupportProduce clear, accurate, and comprehensive suitability reports across a broad range of advice areas, financial products, and investment solutions.Carry out technical research to support holistic financial planning recommendations.Attend client meetings as required to support the Financial Planner, including presenting cashflow modelling outcomesEnsure client records, documents, and reports are accurately uploaded and maintained in the back‑office system.Work closely with Financial Planners to ensure high‑quality outcomes and an excellent client experience.Communicate proactively with Financial Planners regarding expected delivery dates and outstanding requirements.QualificationsTo be successful in this role, you should:Level 4 qualified (CII Diploma in Financial Planning / Regulated Financial Planning) – essential.Level 6 / Chartered status – highly advantageous.AF7 (Pension Transfers) – beneficialExperience & SkillsProven experience in a paraplanning role with strong technical capability.Excellent written and verbal communication skills, capable of explaining complex issues clearly.Strong understanding of financial planning principles, cashflow modelling, and compliance requirements.High attention to detail, strong analytical skills, and the ability to manage your own workload effectively.A collaborative, professional, and client-focused approach.Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
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