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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
Our exceptional track record of growth and innovation is driven by our core values: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here: and
Job Description
As an Investment Manager, some of your responsibilities will include:
- Supporting client needs on an advisory basis.
- Executing the annual Business plan in line with individual targets.
- Building new client relationships and developing existing ones through effective ongoing service to minimize attrition, and to generate new instructions and referrals from satisfied clients.
- Structuring and leading client meetings professionally, ensuring all information is accurate, up-to-date, and meets clients’ needs.
- Constructing and maintaining suitable portfolios aligned with clients’ requirements, circumstances, tax situations, and risk attitudes.
- Regularly reviewing portfolios and making adjustments in consultation with colleagues where appropriate.
- Collaborating with Financial Planning and Professional Services colleagues to develop client relationships.
To be successful in this role, you should:
- Have an understanding of the financial services industry and investment markets.
- Experience managing client investment portfolios and providing investment advice on an advisory basis.
- Experience remodeling newly acquired portfolios to align with investment policies.
- Possess technical/product knowledge and the ability to effectively communicate wide-ranging investment strategies and solutions.
- Be able to work well under pressure and prioritize tasks effectively.
Qualifications
Qualifications:
- Hold a relevant Level 6 qualification or higher (aspiring for Level 7) and maintain an up-to-date Statement of Professional Standing.
Additional Information
As a colleague at Evelyn Partners, you will have access to benefits including:
- Private medical insurance
- Life assurance
- Pension contributions
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value the diverse workforce that reflects society and our clients. Our employee resource groups and diversity, equity, and inclusion initiatives aim to create a respectful, supportive, and inclusive environment where all colleagues can thrive. We are committed to making reasonable adjustments to accommodate your needs during the application process. Please inform your Recruiter of any requirements.
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