Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals.
Job Description
We’re seeking a talented individual to join our Investment Management team in London. You will build and develop trusted relationships with clients, providing wide‑range support and assistance with the management of client portfolios.
This role offers senior‑level exposure, being client‑facing and working alongside experienced high‑profile IM partners. You will learn and develop quickly from senior leaders in a dynamic, fast‑paced team.
Responsibilities
* Support client needs and manage portfolios, including dealing, in line with your competency status.
* Assist in preparing for client review meetings, providing support and basic analysis as required.
* Prepare presentations, investment proposals and pitches.
* Maintain comprehensive client records, accurate and up to date, following Group policy.
* Handle complaints by raising them with the Client Resolution team promptly and assisting in satisfactory resolution.
* Understand the sector, provide appropriate recommendations and collaborate with sector specialists; construct materials for analysis and communication to Investment Managers.
Qualifications & Experience
* Ability to engage with new and existing clients.
* Knowledge of the financial services industry and investment market.
* Experience in an investment management environment.
* Strong client and customer service ethic.
* Ability to work well under pressure and prioritise work.
* Excellent written and verbal communication skills, strong numeracy and analytical skills.
Professional Qualifications & Education
* Hold a relevant Level 4 qualification or above (aspiring for Level 7) and maintain an up‑to‑date Statement of Professional Standing.
Benefits
* Competitive salary
* Private medical insurance
* Life assurance
* Employer pension contribution
* Hybrid working model (role‑dependent)
* Generous holiday package with option to purchase additional holiday
* Shared parental leave
Diversity & Inclusion
We are proud to value the differences that a diverse workforce brings, representing society and our clients. We have a wide range of active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate you throughout the application process. Please let your recruiter know.
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