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

Job purpose

The position is client and colleague-facing and includes both administrative and some telephony duties.

Key Responsibilities

  • Investigate client queries and liaise with internal and external departments/providers to resolve issues
  • Follow up on outstanding queries
  • Update clients with developments on their queries via email/letter/telephone
  • Meet and exceed individual and team targets, working as part of a strong team

Regulatory Responsibilities

  • Strict adherence to internal compliance procedures and T&C requirements
  • Reporting of any suspicious transactions to the MLRO
  • Undertaking training and competence as required by the business

Key Skills and Experience

  • Excellent written, verbal and interpersonal skills
  • 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

Professional Qualifications and Education

  • A level education is essential, university level education is desirable

Key Competencies

  • Excellent communication and interpersonal skills are essential
  • Must have a proven strong ethic of client / customer service
  • Attention to detail
  • Good organizational skills
  • Demonstrate interest in the financial services industry
  • Ability to work at pace and deliver against established personal and team targets
  • Proactive and flexible approach to work, and ability to work under pressure
  • Ability to work well within a team with a positive attitude and a willingness to learn
  • Ability and use initiative, judgement and reasoning in order to propose solutions to problems