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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?

These positions are excellent opportunities for graduate or entry-level candidates with keen attention to detail, customer services experience, basic to moderate understanding of Microsoft packages (specifically Excel, Word and Outlook) and eagerness to pursue a professional career within the Investments industry. The opportunities we can provide will suit a candidate who may have started their first role(s) in general administration, data, customer services and/or further education.

Key Responsibilities:

Dependent on the specific role that you are offered, you will find the duties below may find yourself involved in any the following activities:

• Onboarding new clients into our systems and providing a high level of customer service
• Analysing and inputting data in to our sector specific software packages
• Creating and distributing a range of reports for clients and senior members of staff
• Transferring products or services and opening new accounts
• Calculating fees due on client accounts and ensuring relevant taxes are paid.
• Vetting and managing documents provided by clients
• Creation of data feeds or snapshots of progression made on investments for client reports
• Liaise with third-party product providers and/or other teams in the business

Skills and Qualifications:

• FS product knowledge or operational experience within the financial services industry; desirable but not essential.
• Good standard of education to include Math’s and English (GCSE minimum: C).
• Proficient IT skills in core Microsoft Office systems; Excel, Word, Outlook (ability to use Mail Merge and/or intermediate Excel skills are not essential but beneficial).
• Organisation and prioritisation skills; being able to work independently and within a team
• Excellent verbal and written communication skills with an eye for detail.
• Professional telephone manner and desire to learn and progress.

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.

Evelyn Partners provides investment services for private individuals, charities and institutions. We have entry level opportunities in our Leeds, Liverpool and Glasgow sites.