Job Description
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 that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
Key Responsibilities
- To look after and support client need
- To execute the annual Business plan in line with agreed individual targets
- To build new client relationships and develop existing client relationships through effective. ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
- Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
- To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
- To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
- To place deals accurately and in a timely fashion
- To work in partnership with Financial Planning (FP)and Professional Services (PS) colleagues to develop client relationships
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
- To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
- Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
- Investment Research –Sector Specialist (where appropriate)
- Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm’s wider Investment Process needs
- Understand the sector, providing appropriate recommendations, based on a wide range of resources
- Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
- Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
- Leading the team and ensuring standards are met (where appropriate)
Qualifications
To be successful, you should have the following
- Hold a relevant Level 7 qualification and maintains an up-to-date Statement of
- Professional Standing (APS). Relevant qualification would be IAD & CWM or IMFC and CFA.
- Understanding of the financial services industry and investment market
- Experience of managing client investment portfolios and providing investment advice
- Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
- Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
- Ability to work well in pressurised environment and prioritise work
- Excellent communication skills
- Excellent numeracy and analytical skills
- Experience of leading pitches and winning new business
- Advanced Excel Technical Knowledge
- Xplan & Avaloq systems would be advantageous but not essential
Additional Information
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 are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re 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 as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
