Jobs at Evelyn Partners

Provides administrative support to Financial Planners, maintains client relationships and records, prepares meeting packs and valuations, and liaises with operational teams on transfers, scripts, corporate actions, and static data updates. The role requires wealth management experience, knowledge of financial products, strong client service and communication skills, and excellent workload organization. It begins fully in-office during probation before transitioning to a hybrid schedule.

Provides administrative support to financial planners, maintains client records and back-office systems, prepares meeting packs and valuations, coordinates with operational teams, and builds strong client relationships. The role requires financial planning or wealth management experience, knowledge of financial products, excellent communication and organizational skills, and a strong commitment to client service. It is based in Belfast, initially fully office-based during probation, followed by a hybrid schedule.