Company · 29 open roles
Careers at Evelyn Partners
Evelyn Partners has 29 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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29 positions at Evelyn Partners
Client Administrator
Evelyn Partners·Leeds, England, United Kingdom
Client Administrator at Evelyn Partners. Location: Leeds, England, United Kingdom. Role: supporting planners, maintaining records, preparing packs Requirements: 2+ years financial services experience preferred; strong client service, communication, organisational skills; ability …
Client Administrator
Evelyn Partners·Newcastle upon Tyne, England, United Kingdom
Client Administrator at Evelyn Partners. Location: Newcastle upon Tyne, England, United Kingdom. Role: supporting planners, building relationships, maintaining records Requirements: Previous financial planning client administration experience required; knowledge of ISAs, SIPPs, p…
Financial Planning Client Administrator
Evelyn Partners·London, England, United Kingdom
Financial Planning Client Administrator at Evelyn Partners. Location: London, England, United Kingdom. Role: supporting planners, building relationships, maintaining records Requirements: Proven experience supporting financial planners in wealth management, knowledge of ISAs/SIPP…
Client Administrator
Evelyn Partners·London, England, United Kingdom
Client Administrator at Evelyn Partners. Location: London, England, United Kingdom. Role: providing support, building relationships, maintaining records Requirements: Experience supporting financial planners in wealth management, knowledge of ISAs/SIPPs/pensions/investments, stro…
Client Administrator
Evelyn Partners·Liverpool or Newcastle upon Tyne or Manchester or Leeds
Client Administrator at Evelyn Partners. Location: Liverpool or Newcastle upon Tyne or Manchester or Leeds. Role: providing support, building relationships, maintaining records Requirements: Proven administrative experience in financial planning/wealth management, strong product …
Client Administrator
Evelyn Partners·Edinburgh, Scotland, United Kingdom
Client Administrator at Evelyn Partners. Location: Edinburgh, Scotland, United Kingdom. Role: managing communications, maintaining records, scheduling meetings Requirements: Proven client support or administrative experience in financial services, strong organisation and communic…
Senior Associate Client Administration 12m FTC
Evelyn Partners·London, England, United Kingdom
Senior Associate Client Administration 12m FTC at Evelyn Partners. Location: London, England, United Kingdom. Role: supporting managers, maintaining records, mentoring administrators Requirements: Provide administrative support to investment managers, maintain client records, lia…
Senior Associate Client Administration - 12 month FTC
Evelyn Partners·London, England, United Kingdom
Senior Associate Client Administration - 12 month FTC at Evelyn Partners. Location: London, England, United Kingdom. Role: supporting managers, maintaining records, coaching colleagues Requirements: Provide administrative support to investment managers, maintain client records, m…
Security Operations Specialist
Evelyn Partners·London, United Kingdom
Security Operations Specialist at Evelyn Partners. Location: London, United Kingdom. Role: responding incidents, analysing alerts, coordinating vendors Requirements: Minimum 3 years security operations experience, SOC background, incident response, SIEM/IAM/DLP knowledge, Azure/3…
Security Operations Specialist
Evelyn Partners·Glasgow, United Kingdom
Security Operations Specialist at Evelyn Partners. Location: Glasgow, United Kingdom. Role: responding incidents, analysing reports, coordinating vendors Requirements: Minimum 3 years in security operations/SOC, strong incident response and detection engineering, experience with …
Security Operations Specialist
Evelyn Partners·Liverpool, England, United Kingdom
Security Operations Specialist at Evelyn Partners. Location: Liverpool, England, United Kingdom. Role: responding incidents, coordinating vendors, analysing reports Requirements: 3+ years in security operations/SOC experience, incident response and detection engineering, knowledg…
Operations Executive - Scripts
Evelyn Partners·Leeds, England, United Kingdom
Operations Executive - Scripts at Evelyn Partners. Location: Leeds, England, United Kingdom. Role: providing information, updating records, liaising providers Requirements: Experience handling internal and external queries, strong Microsoft Office skills, excellent organisation, …
Associate Director Financial Planning
Evelyn Partners·Bristol, England, United Kingdom
Associate Director Financial Planning at Evelyn Partners. Location: Bristol, England, United Kingdom. Role: building relationships, delivering advice, maintaining records Requirements: Deliver tailored financial planning and wealth management advice, build client relationships, m…
Client Administrator
Evelyn Partners·London, England, United Kingdom
Client Administrator at Evelyn Partners. Location: London, England, United Kingdom. Role: providing support, building relationships, maintaining records Requirements: Experience in administrative role within investment management, familiarity with financial products, strong clien…
Head of Risk & Compliance
Evelyn Partners·Dublin, /, Ireland
Head of Risk & Compliance at Evelyn Partners. Location: Dublin, /, Ireland. Role: providing advice, monitoring compliance, investigating suspicions Requirements: Provide compliance advice and monitoring for an investment management firm; act as MLRO; maintain risk assessments; de…
Client Administrator
Evelyn Partners·Leeds, England, United Kingdom
Client Administrator at Evelyn Partners. Location: Leeds, England, United Kingdom. Role: providing support, managing records, preparing packs Requirements: GCSE Maths and English (or equivalent), previous administrative experience in financial services/wealth management, ability …
Client Administrator
Evelyn Partners·Leeds, England, United Kingdom
Client Administrator at Evelyn Partners. Location: Leeds, England, United Kingdom. Role: supporting planners, maintaining records, liaising operations Requirements: Administrative experience in financial planning/wealth management, strong client service and communication, ability…
Paraplanner
Evelyn Partners·London, England, United Kingdom
Paraplanner at Evelyn Partners. Location: London, England, United Kingdom. Role: preparing reports, supporting advisers, conducting research Requirements: CII Level 4+, demonstrable paraplanning experience, ability to prepare suitability reports, strong written/verbal communicati…
Paraplanner
Evelyn Partners·London, England, United Kingdom
Paraplanner at Evelyn Partners. Location: London, England, United Kingdom. Role: preparing reports, supporting advisers, conducting research Requirements: CII Level 4 Financial Planning Diploma or above, paraplanning experience, ability to prepare suitability reports, carry out t…
Financial Planning Client Administrator
Evelyn Partners·Newcastle Upon Tyne or Liverpool or Manchester or Leeds
Financial Planning Client Administrator at Evelyn Partners. Location: Newcastle Upon Tyne or Liverpool or Manchester or Leeds. Role: supporting planners, building relationships, maintaining records Requirements: Proven experience in financial planning/wealth management and client…
Director Investment Management
Evelyn Partners·Birmingham, England, United Kingdom
Director Investment Management at Evelyn Partners. Location: Birmingham, England, United Kingdom. Role: building relationships, managing portfolios, providing advice Requirements: Level 6 qualification (or above) with Statement of Professional Standing, extensive investment manag…
Wealth Platform Support Analyst
Evelyn Partners·London or Liverpool
Wealth Platform Support Analyst at Evelyn Partners. Location: London or Liverpool. Role: supporting platforms, triaging requests, managing incidents Requirements: Application support experience in wealth management or portfolio/trading platforms; Level 2 technical support, incide…
Wealth Platform Support Analyst
Evelyn Partners·Glasgow, Scotland, United Kingdom
Wealth Platform Support Analyst at Evelyn Partners. Location: Glasgow, Scotland, United Kingdom. Role: providing support, resolving incidents, triaging requests Requirements: Application support for core wealth platforms including L2 technical support, incident/request/change man…
Director Business Development
Evelyn Partners·Bristol or South West England or United Kingdom
Director Business Development at Evelyn Partners. Location: Bristol or South West England or United Kingdom. Role: leading development, building relationships, generating AUM Requirements: Senior business development role requiring strong IFA/adviser relationships in the South We…