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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2020.

With £54.8 billion of assets under management (as of 30 June 2021), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

What will you be doing?

You’ll be responsible for overseeing and ensuring businesses transition and changes are implemented according to the agreed scope, timeframes and within budget/costings. You will also update management, personnel, and IM/Sponsors on any prospective transition related changes including chairing and minuting meetings where required.

To ensure success as a transition manager, you should be able to proactively spot transition challenges and solve them as a quickly as possible to minimise delays, associated costs, and risks.

As Transition Manager, some of your responsibilities will include:

  • Take ownership, drive, and Co-Ordinate all transitions within EPFL which are assigned to the change and transition team.
  • Maintain and version control change documentation requests and transition checklists.
  • Track and monitor changes and transitions.
  • Support the analysing of any changes and consult with both internal and external parties where required i.e., workshops and written to ensure scope and risk understood and signed off.
  • Par-take within the approval/schedule process for changes within EPFL.
  • Chair, par-take and minute the weekly internal transition meeting.
  • Conduct workshops/brainstorming sessions to provide team members with information on change(s) including seeking clarification and sign of their understanding.

To be successful in this role, you should:

  • Previous experience in transition management and/or financial industry experience.
  • Excellent time and task managerial skills.
  • Be able to articulate considerations which need to be included as part of a service transition or change.
  • To possess and demonstrate Agile skills to transition and change.
  • Relevant professional qualification(s) desirable e.g., CISI Investment Operations Certificate.

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.