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Evelyn Partners is the UK’s leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal — we treat you as an individual.

Partnership — we go further together.

Performance — we strive for more.

What will you be doing?

This role is required to provide expert business analysis for the programme delivering the required activity for the FCA’s new regulation, Consumer Duty. To support the design and delivery of solutions to meet the objectives of the programme, including client journey and business process mapping.
The role can be based from our Bracknell and London office locations.

some of your responsibilities will be:

• Analyse and document client journeys, identifying risks and proposing solutions
• Facilitate and support the definition of ‘As Is’ and ‘To Be’ business processes
• Obtain, analyse and present information and data (as required)
• Review, assess and advise on changes especially where they impact agreed requirements or deliverables
• Act as a delegated delivery lead on key activity, including MI and Reporting (as required)

To be successful in this role, you should have:

• Financial Services experience (essential)
• Experience working on regulatory change programmes (desirable)
• Strong analytical and problem-solving skills
• Strong facilitation and influencing skills
• Strong communication skills
• Confident O365 user, especially Visio (or similar) and Excel

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.