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Location

Liverpool | United Kingdom

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Job description

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.

An exceptional track record of growth and innovation is driven by our core values of:  Personal,  offering advice based on a true understanding of what matters to our clients;  Partnership , working with our clients in a joined-up, collaborative way; and  Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:  Wealth, accountancy and business advisory services | Evelyn Partners and  Careers | Evelyn Partners

Job Description

What will you be doing?

To work in conjunction with the Investment Management team to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios. 

Some of your responsibilities will be:

• To look after and support client needs
• To assist with the management of client portfolios including dealing, in line with your competency status
• To assist in preparing for client review meetings and provide support as required.
• To undertake basic analysis as required
• To assist with presentations, investment proposals and pitches as required
• 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

Investment Research –Sector Specialist (where appropriate) 

• Required to work as part of a team focusing 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

Qualifications

To be successful in this role, you should have:

• Bachelors Degree in Business, Finance, Economics or a related field would be preferable 
• Certified IAD (Investment Advice Diploma) Level 4 or above or relevant would be desirable 
• Ability to deal with new and existing clients
• Understanding of the financial services industry and investment market
• Experience of working within an investment management environment
• A strong ethic of client and customer service
• Ability to work well in pressurised environment and prioritise work
• Excellent communication skills both written and verbal

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.

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Job tags

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Salary