Associate Investment Management

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Purpose

This is a fantastic opportunity for an Associate Investment Manager to join a rapidly growing Investment team in London. As an Associate Investment Manager you will have the opportunity to work closely in conjunction with the experienced Investment Managers as well as gain exposure to the wider financial planning team. 

Key Responsibilities

• To look after and support client needs
• To assist with the management of client portfolios including dealing, in line with your competency status
• To assist in preparing for client review meetings and provide support as required.
• To undertake basic analysis as required
• To assist with presentations, investment proposals and pitches as required
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy

Skills, Experience & Qualifications

• Ability to deal with new and existing clients Required
• Understanding of the financial services industry and investment market Required
• Experience of working within an investment management environment Required
• Excellent communication skills both written and verbal Required
• Good numeracy and analytical skills Required

Professional Qualifications and Education

• Holds a relevant level 4 qualification or above and maintains an up-to-date Statement of Professional Standing

As a colleague here at Evelyn Partners you will have access to benefits that include

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (role dependent)

• Generous holiday package

• Option to purchase additional holiday

• Shared parental leave

• Fully funded training towards professional qualifications

• Cycle to work scheme

• Season ticket loan

• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.