Evelyn Partners 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?

To 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 Company’s investment philosophies & process

some of your responsibilities will be:

• To look after and support client needs
• To execute the annual Business plan in line with agreed individual targets
• To build new client relationships 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 clients
• To structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
• To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
• To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate; to place deals accurately and in a timely fashion

To be successful in this role, you should have:

• Understanding of the financial services industry and investment market
• Experience of managing client investment portfolios and providing investment advice, remodelling newly acquired portfolios and bringing them into line with the investment policy 
• Technical/product knowledge and effective communication of wide-ranging Investment Management strategies and solutions
• Ability to work well in pressurised environment and prioritise work
• Experience of leading pitches and winning new business
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

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 dependent)
  • 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.