At a Glance
- Tasks: Support clients and manage portfolios while learning from experienced investment management professionals.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Gain senior-level exposure, develop skills, and work in a dynamic, fast-paced environment.
- Other info: Opportunity for rapid personal and professional growth in a supportive team.
- Why this job: Join a team that empowers you to make a real impact on clients' financial futures.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 54000 - 66000 £ per year.
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
Hiring: Associate Investment Management employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
