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 here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

SKILLS, EXPERIENCE & QUALIFICATIONS

• A confident, professional and pragmatic approach to all duties Required
• Excellent written, verbal and interpersonal skills Required
• IT Literate Required
• Ability to work within a team Required
• Positive/flexible attitude and a willingness to learn Required
• Initiative - use judgement and reasoning in order to propose solutions to problems Required
• A quick thinker who can adapt to changing work demands Required
• Attention to detail Required

PROFESSIONAL QUALIFICATIONS AND EDUCATION

• CISI Level 4 qualification and completed or working towards a level 7 qualification
• Experience and knowledge of investments and the management of client portfolios

JOB PURPOSE

The position is a portfolio management role, delivering the firm’s asset allocation views in a client tailored way to a large and varied group of clients. Working within the Portfolio Management team to deliver an excellent level of service to the offices Investment Managers and the clients of the firm.

KEY RESPONSIBILITIES

• The day-to-day management of a bank of client portfolios to ensure they remain within compliant parameters in terms of asset allocation, risk budgets and portfolio construction
• To input into the Bristol Portfolio Management team’s investment process and investment selection for target portfolios
• To work in partnership with the Investment Managers within the office to increase their confidence in the team and as a result increase the funds under management of the team