This vacancy is now closed


Evelyn Partner is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses.

Our purpose is supported by our 3 core values:
Personal — we treat you as an individual
Partnership — we go further together
Performance — we strive for more

What will you be doing?

We’re seeking a talented individual to join our New Business and Servicing team, in our Liverpool hub.

As a New Business Executive, you will engage with a wide variety of colleagues and building relationships both internally and externally. Prospect interaction is instigated through a combination of inbound calls, outbound calling and responding to email requests for information.

As a New Business Executive, some of your responsibilities will include to:

  • Generate new business for the group from digitally sourced lead flow
  • Develop prospect relationships and fact find to support new business introductions
  • Assist prospective clients on board onto execution only investment platform within Group
  • Understand the service and propositions available within the Group and be able to match the appropriate service to the enquiring prospects neds
  • Strict adherence to internal compliance procedures and T&C requirements


To be successful in this role, you should demonstrate:

  • A level education and university level education is desirable but not essential
  • Excellent written, verbal and interpersonal skills
  • Previous sales experience is not essential but advantageous
  • Proven ability to be both credible professionally and able to build long term relationships with colleagues and clients
  • Demonstrable business acumen together with experience in developing and implementing business plans


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 value the differences that a diverse workforce brings, representative of our society and clients.  We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.