Evelyn Partners

Job Description Purpose of role: To provide our clients with first class service in regards to all aspects of end-to-end financial due diligence, financial modelling and reporting accountant engagements, with clients drawn from a variety of different industry sectors. Key responsibilities: Client (transaction services) work Analysis of historical and forecast income statements, cash flow statements [...]Read More... from Manager – Transaction Services See details

Job Description We’re seeking an ambitious individual to join our Financial Planning team in Edinburgh, you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience. What’s in it for me? As a Client Administrator at Evelyn Partners you [...]Read More... from IFA Client Administrator 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 Investment Manager See details

Job Description We’re seeking a talented individual to join our Fees team in Glasgow or Leeds . You will provide a first-class support function to the financial planning teams nationwide by way of processing service agreements and fees both accurately and within agreed timescales. This will include the creation of advice and ongoing fee expectations, [...]Read More... from Operations Executive – Fees (Glasgow or Leeds) See details

Job Description What will you be doing? We’re seeking a talented individual to join our Compliance team in London. You will report to the function Head, provide regulatory input to support delivery of (a) good client outcomes, (b) a compliant and risk aware culture and (c) the Group’s business model and strategy.  As Compliance Officer, your [...]Read More... from Compliance Officer See details