Evelyn Partners Group Limited
Company Information
Registered Address
45 Gresham Street London EC2V 7BG
Company Size
1001+ employees
Categories
Activities of head offices
Visa Information
Licensed Visa Types
skilled worker
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Jobs (~3 days delayed) in United Kingdom
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What will you be doing? We’re seeking a talented Service Desk Analyst to join our team in Liverpool, responsible for providing first line technical support to all Evelyn Partners staff, answering the Service Desk phone, logging Incidents and Requests and responding to queries raised by email or self-service. This is a hybrid working role. The team provides shift cover with current Service Desk operations between 07:30 - 18:00 Monday to Friday. As a Service Desk Analyst, your responsibilities w
3/30/2026
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
3/30/2026
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
3/30/2026
Early Careers Development AssociateEvelyn Partners Group Limited
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
3/30/2026
Job Purpose To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding of clients' needs and the desired client outcomes. Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business
3/26/2026
Job Purpose This is an exciting opportunity to work within a large team of 10-15 Financial Planners in our Bristol office, giving financial planning & wealth management advice virtually via video / phone. This is an ideal first time FP role where you will get the opportunity to learn & develop quickly from senior leaders. As Financial Planner, your responsibilities will include among others:- Looking after and supporting client needs Executing the annual Business Plan in line with agreed ind
3/26/2026
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
3/26/2026
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
3/26/2026
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
3/26/2026
Financial Planning Client AdministratorEvelyn Partners Group Limited
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
3/25/2026
Financial Planning Client AdministratorEvelyn Partners Group Limited
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
3/25/2026
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
3/25/2026
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
3/25/2026
We’re seeking a talented individual to join our Financial Planning administrative team and will be working with the Leeds team. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 mont
3/24/2026
Financial Planning Client AdministratorEvelyn Partners Group Limited
We’re seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days
3/24/2026
Financial Planning Client AdministratorEvelyn Partners Group Limited
We’re seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days
3/24/2026
We’re seeking a talented individual to join our Financial Planning team in Leeds. This is a fantastic opportunity to join a fast paced and dynamic team where you will be providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients and operational colleagues. Working Pattern: This role will be initially full time through training and implementation through a probation period of 6 months and then move to a hybrid pattern of 3 days
3/24/2026
IFA Client AdministratorEvelyn Partners Group Limited
We’re seeking an ambitious individual to join our Financial Planning team in Edinburgh. which is responsible for providing full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards. This role will have a full time office requirement for the first 6 months over probation then after successful review will move to a hybrid model of 3 days in office and 2 days working
3/23/2026
IFA Client AdministratorEvelyn Partners Group Limited
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
3/23/2026
Financial Planning Client AdministratorEvelyn Partners Group Limited
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
3/21/2026