Evelyn Partners

What will you be doing We are seeking a skilled and detail-oriented Paraplanner to join our team in Glasgow or Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our valued

What will you be doing We are seeking a skilled and detail-oriented Paraplanner to join our team in Glasgow or Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our valued

Client Administrator Investment ManagementWhat will you be doingWere seeking an ambitious individual to join our Investment Management team in Birmingham on a fixed term contract (6months) with potential of being extended.  You will be responsible for providing full administrative su

Client Administrator Investment ManagementWhat will you be doingWere seeking an ambitious individual to join our Investment Management team in Birmingham on a fixed term contract (6months) with potential of being extended.  You will be responsible for providing full administrative su

What will you be doing We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.As

What will you be doing We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.As

To perform the daily duties checking and general processing of all transaction services functions in a timely and accurate basis whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service l

To perform the daily duties checking and general processing of all transaction services functions in a timely and accurate basis whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines which are aligned to service l

IFA Client Administrator Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct

IFA Client Administrator Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Liverpool. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through direct

Were seeking an ambitious individual to join our Financial Planning team in Nottingham you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.Whats in it f

Were seeking an ambitious individual to join our Financial Planning team in Nottingham you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client experience.Whats in it f

IFA Client Administrator within Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through

IFA Client Administrator within Financial PlanningWhat will you be doingWere seeking an ambitious individual to join our Financial Planning team in Birmingham. You will be responsible for providing full administrative support to Financial Planners ensuring client satisfaction through

Client Administrator Investment ManagementWhat will you be doingWere seeking an ambitious individual to join our Investment Management team in Birmingham. You will be responsible for providing full administrative support to Investment Managers as well as building relationships with c

Client Administrator Investment ManagementWhat will you be doingWere seeking an ambitious individual to join our Investment Management team in Birmingham. You will be responsible for providing full administrative support to Investment Managers as well as building relationships with c

Job PurposeTo provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned Investment Managers to

Job PurposeTo provide full administrative support to Investment Managers ensuring client satisfaction through direct contact with clients and other operational colleagues while adhering to regulatory standards.Key ResponsibilitiesTo work closely with the aligned Investment Managers to

What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Southampton.  You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client

What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Southampton.  You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client

What will you be doingWere seeking ambitious individuals to join our Financial Planning team in Bracknell you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client exper

What will you be doingWere seeking ambitious individuals to join our Financial Planning team in Bracknell you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client exper

What will you be doing This role is designed to provide comprehensive support to Financial Planners and Partners by ensuring timely accurate completion of tasks throughout the advice process. The individual will not hold their own client bank but will work closely with Partners to del

What will you be doing This role is designed to provide comprehensive support to Financial Planners and Partners by ensuring timely accurate completion of tasks throughout the advice process. The individual will not hold their own client bank but will work closely with Partners to del

What will you be doing Were seeking a talented individual to join our team in Bristol. As a Bestinvest Coach & Team Leader youll be supporting both existing and prospective clients. You will educate clients on key concepts such as goal setting account structure taxation risk and inves

What will you be doing Were seeking a talented individual to join our team in Bristol. As a Bestinvest Coach & Team Leader youll be supporting both existing and prospective clients. You will educate clients on key concepts such as goal setting account structure taxation risk and inves

What will you be doingWere seeking a talented individual to join our Operations team in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regulator

What will you be doingWere seeking a talented individual to join our Operations team in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring compliance with regulator

What will you be doing Were seeking a talented individual to join us as an Operations Executive - Transfers in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring co

What will you be doing Were seeking a talented individual to join us as an Operations Executive - Transfers in Glasgow. You will be responsible for performing the daily duties checking and general processing of all Operations functions in a timely and accurate basis whilst ensuring co

What will you be doingWere looking for a talented Operations Executive to join our Static Data team in Glasgow. You will be responsible for all aspects of Static Data and Account Maintenance. The position requires close cooperation with all of the Static Data team members as well as i

What will you be doingWere looking for a talented Operations Executive to join our Static Data team in Glasgow. You will be responsible for all aspects of Static Data and Account Maintenance. The position requires close cooperation with all of the Static Data team members as well as i

Financial Planner What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Knutsford.  As part of a team of 6 FPs you will have a couple of years of proven FP experience already and be keen to generate new business in the region focusing on HNW

Financial Planner What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Knutsford.  As part of a team of 6 FPs you will have a couple of years of proven FP experience already and be keen to generate new business in the region focusing on HNW

What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Manchester.  You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client

What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Manchester.  You will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a positive and sleek client

What will you be doing Were seeking a talented individual to join our team in London. You will lead on various Learning and Development initiatives which include leadership and management development programmes corporate inductions appraisal processes and colleague engagement surveys.

What will you be doing Were seeking a talented individual to join our team in London. You will lead on various Learning and Development initiatives which include leadership and management development programmes corporate inductions appraisal processes and colleague engagement surveys.

What will you be doing Were seeking a talented individual to join our team in London which is responsible for supporting the planning and delivery of business change initiatives that are happening both in Finance and across the organisation including work to ensure the company is read

What will you be doing Were seeking a talented individual to join our team in London which is responsible for supporting the planning and delivery of business change initiatives that are happening both in Finance and across the organisation including work to ensure the company is read