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?

Create insights and analysis designed to supercharge marketing activity across Evelyn Partners and BestInvest. This is an exciting opportunity to help develop the understanding of the client and take the business to the next level. We are at the start of a transformation journey and the role would suit ambitious individuals keen to show an organisation how to realise value from data.

As Marketing and Client Insights Analyst, some of your responsibilities will include:

  • Analyse campaign performance with a view to providing insights designed to understand performance and improve future campaigns.
  • Segment client base by specific criteria with a view to driving more precise and specific marketing activity
  • Work with marketing to identify new and improved ways of targeting and groups to target
  • Where needed create visualizations and reports of campaign performance
  • Perform analysis on marketing attribution
  • Measure ROI on marketing spend and optimise performance, measuring marketing efficiencies and providing supporting analysis
  • Deliver proactive insights, and find opportunities to exploit

To be successful in this role, you should:

  • Advanced knowledge of SQL, Power BI, and Microsoft Applications, including Excel. Knowledge of python preferable but not essential
  • Experience with large datasets (SQL), building data visualizations, and mining product and operational insights.
  • Strong understanding of customer segmentation and analysing customer cohorts
  • Understand GDPR regulations in order to manage compliant data delivery
  • Fluency with analytics across multiple channels including on and offline marketing campaigns (email, PPC, events, etc.), web, and product. Specialism in one area fine but willingness to learn a must.
  • Other than PowerBI experience with Looker ideal
  • Experience with some digital analytics software ideal, funnel metrics etc. but willingness to learn in this area more important
  • Working knowledge of CRM platforms ideal

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.