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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.

As a high growth organisation, we offer personal growth opportunities in an environment that empowers you to drive change. Our collaborative, open door culture supports you to perform at your best, with high levels of autonomy and a strong partnership mindset across the organisation.

Read more about us, our values and available career opportunities here:

Wealth, accountancy and business advisory services | Evelyn Partners

Careers | Evelyn Partners

Introduction

It takes a proven skillset and knowledge base to earn the trust of a private investor. Our investment offering aims to understand the needs of our clients so we can create bespoke portfolios tailored to each individual client’s personal needs enabling them to both preserve and grow their wealth. We don’t limit ourselves to one in-house investment style, which means there’s no limit to the insights you can provide.

Investment Management teams work with private individuals, charities, and institutions to help achieve their financial aspirations. We do this by understanding their wider financial assets, their requirements and objectives, attitude to risk and time-horizons to create and manage the most suitable investment portfolios.

What will you be doing?

As an Investment Management Associate, you will be learning a well-respected profession at a firm with an unparalleled reputation. We will teach you how to assess global economic strategies, understand how asset classes are ranked, and select sectors, stocks, and funds as you evaluate risk while constructing high-performing portfolios that exceed your clients’ expectations.

We believe that hands-on experience is key to creating well-rounded trusted business advisers and as such you will work on front office investment management tasks alongside studying for the Investment Advice Diploma (IAD) and CISI’s Masters in Wealth Management qualifications.

Your responsibilities will include:

• Assisting Partners and Directors with regular portfolio reviews
• Undertaking analysis of companies and collective investment schemes and relaying this information to the firm wide Investment Managers
• Attending investment meetings, internal/external seminars and regulatory briefings
• Drafting client correspondence, e.g. performance summaries, market overviews and other adhoc queries
• Loading up client trades on portfolios
• Communicating with other Advisers on client matters e.g. Financial Planners, Tax Advisers and Solicitors
• Liaising with Investment Settlement Operations and Treasury departments on administrative matters, e.g. stock transfers, corporate actions, international payments

To be successful in this role, you should:

• Be committed to completing the Investment Advice Diploma (IAD) and CISI’s Masters in Wealth Management qualifications
• Have obtained or be predicted a minimum 2:1 degree, in any discipline
• A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
• GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively

Learning & Development

You’ll be supported in completing your professional qualification via our partnerships with market leading training providers; allowing you to gain the expert knowledge needed to jumpstart your career in Investment Management. Small class sizes and direct access to tutors will ensure that you develop a broad range of skills whilst learning how to apply your new knowledge to real client scenarios. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Online GP service
• Life assurance
• Pension contribution
• Employee assistance program
• Employee discount scheme
• Two volunteer days per year
• Charity contribution match
• Holiday package
• Option to purchase additional holiday

We value all the benefits that a diverse team brings. When you join Evelyn Partners, you’ll have access to a wide range of active employee resource groups and multiple diversity, equity and inclusion initiatives. As a colleague, we want to work with you, regardless of your identity, background, or circumstance, to achieve your full potential in a supportive and inclusive environment.

For us to make the process as easy as possible for you, please let us know of any reasonable adjustments you may need on your application form.

Video

https://www.youtube.com/watch?v=9LUB_aFdHH4

IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION

When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime:

• Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date
• Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ (aka University) question which is mandatory. If you have more than one degree please include your latest one.
• Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document; however, this will not be formally reviewed.
• The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed.