About

• 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 that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
• Job Description
• Job Purpose
• This is an exciting opportunity to join a hi-profile team of Investment managers - supporting 2 Partners and working as part of the London team to advise clients from day 1. Ideally you will be fully qualified and have 12months experience within a client facing role.
• Your role will involve building and developing trusted relationships with current and potential clients. To be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's investment philosophies & process.
• Qualifications
• Key Responsibilities
• To look after and support client needs
• To execute the annual Business plan in line with agreed individual targets
• To build new client relationships and develop existing client relationships through effective. ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
• Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
• To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
• To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
• To place deals accurately and in a timely fashion
• To work in partnership with Financial Planning (FP) colleagues to develop client relationships
• 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
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
• Investment Research –Sector Specialist (where appropriate) * Required to work as part of a team focussing 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 * Leading the team and ensuring standards are met (where appropriate)
• Skills, Experience & Qualifications
• Understanding of the financial services industry and investment market Required
• Experience of managing client investment portfolios and providing investment advice Required
• Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy Required
• Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions Required
• Ability to work well in pressurised environment and prioritise work Required
• Excellent communication skills both written and verbal Required
• Excellent numeracy and analytical skills Required
• Experience of leading pitches and winning new business Required
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business Required
• Professional Qualifications and Education
• Holds a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
• Additional Information
• Required Competencies

Investment Management: Able to construct and maintain suitable portfolios for investment clients taking into account

• Client Liaison: All dealings with clients are conducted professionally and their requests are dealt with in a timely and effective manner · Absence of complaints, errors and breaches
• Client Liaison: All dealings with clients are conducted professionally and their requests are dealt with in a timely and effective manner · Absence of complaints, errors and breaches