Evelyn Partners

Job Description What you will be doing The primary objective of the role is to work pro-actively within the Account Services team and field enquiries from external financial advisers by telephone and email. The enquires will relate to investment management services such as DFM, MPS and AIM, so experience in the wealth management industry would [...]Read More... from Client Service Administrator See details

Job Description What will you be doing? We’re seeking a talented individual to join our Paraplanning team in Exeter, which is responsible for providing support to our Financial Planners and ensuring a positive experience for Evelyn Partners clients.  In this role you will also support financial planners with client meetings including presentation of cashflow and [...]Read More... from Paraplanner See details

Company DescriptionEvelyn 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 [...]Read More... from Audit Assistant Manager See details

Company DescriptionEvelyn 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 [...]Read More... from Senior Finance Analyst See details

Company DescriptionEvelyn 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 [...]Read More... from Sponsorships & Merchandising Manager See details