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Investment Management

4 months ago

United Kingdom Evelyn Partners Fund Solutions Limited Full time

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. 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; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
Join our rapidly growing team at Evelyn in the North East, where you’ll engage with regionally focused clients, including large SMEs and high net worth individuals. This role offers opportunities in advisory compliance and project management, providing a unique opportunity to advance your career and develop strategic and commercial skills.
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.
ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
To work in partnership with Financial Planning (FP)and Professional Services (PS) 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
Understanding of the financial services industry and investment market
Experience of managing client investment portfolios and providing investment advice
Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave
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.