Investment Manager
4 weeks ago
Company 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:
Job Description
Why Evelyn Partners Newcastle office?
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.
About the role
To build and develop 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.
To look after and support client needs 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 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
Qualifications
Minimum Level 6 Qualified or Chartered status 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 Excellent communication skills both written and verbal Experience of leading pitches and winning new business Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
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 leaveWe 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.
-
Investment Management
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeEvelyn 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...
-
Investment Management
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeEvelyn 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...
-
Investment Manager
2 weeks ago
Newcastle upon Tyne, United Kingdom Catalyst Careers Full timeInvestment ManagerOur client is a successful venture capital firm based in the North East of England.It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment.It provides the support needed to ensure ambitions are fulfilled ...
-
Investment Manager
4 weeks ago
Newcastle Upon Tyne, United Kingdom Catalyst Full timeInvestment ManagerOur client is a successful venture capital firm based in the North East of England.It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment.It provides the support needed to ensure ambitions are fulfilled...
-
Investment Manager
3 hours ago
Newcastle Upon Tyne, United Kingdom Catalyst Full timeInvestment Manager Our client is a successful venture capital firm based in the North East of England. It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment. It provides the support needed to ensure ambitions are fulfilled -...
-
Investment Manager
2 weeks ago
Newcastle upon Tyne, United Kingdom Catalyst Full timeInvestment Manager Our client is a successful venture capital firm based in the North East of England. It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment. It provides the support needed to ensure ambitions are fulfilled -...
-
Investment Management
2 weeks ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Heat Recruitment Full time £100,000Job Title: Private Client Investment Manager Location: Newcastle upon Tyne & County Durham Salary: Up to £100,000 basic plus bonus and full benefits package A highly reputable investment management company is seeking to expand their team in Newcastle upon Tyne by hiring an additional Investment Manager. The primary focus of this role is to attract new...
-
Investment Manager
2 months ago
Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Broster Buchanan Ltd Full timeOur client is a venture capital firm based in the North East of England. They invest in founders developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the planet and are regulated by the Financial Conduct Authority. They are dedicated to providing entrepreneurs with the support they...
-
Investment Manager
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeJob DescriptionTo build and develop 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.To look after and support client needsTo build new...
-
Investment Manager
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeJob DescriptionWhy Evelyn Partners Newcastle office? 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...
-
Investment Manager
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeJob DescriptionWhy Evelyn Partners Newcastle office? 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...
-
Investment Manager
1 month ago
Newcastle upon Tyne, United Kingdom Catalyst Full timeInvestment Manager Our client is a successful venture capital firm based in the North East of England.It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment.It provides the support needed to ensure ambitions are fulfilled...
-
Investment Manager
2 months ago
Newcastle upon Tyne, United Kingdom Catalyst Full timeInvestment Manager Our client is a successful venture capital firm based in the North East of England.It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment.It provides the support needed to ensure ambitions are fulfilled...
-
Investment Manager
2 weeks ago
Newcastle upon Tyne, United Kingdom Catalyst Full timeInvestment Manager Our client is a successful venture capital firm based in the North East of England.It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment.It provides the support needed to ensure ambitions are fulfilled...
-
Investment Manager
2 months ago
Newcastle upon Tyne, United Kingdom Catalyst Full timeInvestment ManagerOur client is a successful venture capital firm based in the North East of England.It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment.It provides the support needed to ensure ambitions are fulfilled ...
-
Investment Manager
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company 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...
-
Investment Manager
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company 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...
-
Investment Manager
4 weeks ago
Newcastle upon Tyne, United Kingdom Evelyn Partners Full timeThis job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board. Company 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...
-
Investment Manager
4 weeks ago
Newcastle Upon Tyne, United Kingdom Catalyst Full timeInvestment ManagerOur client is a successful venture capital firm based in the North East of England.It invests in founders and entrepreneurs developing innovative solutions to technological, social and environmental challenges, to create a better future for people and the environment.It provides the support needed to ensure ambitions are fulfilled ...
-
Investment Manager
1 week ago
Newcastle Upon Tyne, United Kingdom Evelyn Partners Full timeJob DescriptionWhy Evelyn Partners Newcastle office? 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...
