36 jobs in Evelyn Partners

Job Description

What will you be doing?

We’re seeking a talented individual to join our Service Protection team in Bracknell on a 9 month FTC. The role provides good exposure across environment management, release support, and cross team coordination.

We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.

As Site Reliability Engineer, your responsibilities will include among others:

• Overseeing daily health check reporting from the test team, coordinating resolution of any issues (e.g. batch failures, trading platform issues, CORD outputs) and performing CORD releases in UAT and Production
• Supporting file transfer investigations (VLTrader / GoAnywhere)
• Coordinating quarterly SEI test environment switches / credential updates and handling UAT SEI account setup requests
• Managing Avaloq test account passwords and updating passwords on a monthly basis for the spreadsheet listing all Avaloq Oracle user accounts
• Raising and coordinating environment refresh requests (e.g. DWH, StatPro)
• Supporting UAT API connection issues between Iress and Voyant, UAT access requests for Voyant, UAT API connection issues between Iress and PlannerPal and UAT access requests for PlannerPal

To be successful in this role, you should:

• Previous experience in IT Service Management (ITIL), ideally within Change, Release, or Transition
• Understanding of ITIL practices and service lifecycle governance
• Ability to assess risk, apply structured challenge, and support governance decisions
• Experience working in multi-system, multi-vendor environments
• Strong analytical skills with ability to interpret and present data for decision making
• Effective communication and stakeholder coordination skills
• ITIL Foundation v4, with further ITIL qualifications desirable

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

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Evelyn Partners is seeking a Site Reliability Engineer to join their Service Protection team in Bracknell on a 9-month FTC. The role involves overseeing health checks, managing test environment coordination, and supporting UAT connections among various systems.

You will benefit from a hybrid working model and access to several employee benefits including private medical insurance and generous holiday packages. Evelyn Partners supports diversity and is committed to creating an inclusive work environment.

Evelyn Partners is seeking a pragmatic ITSM professional to join our Service Protection team in Liverpool. You will support release management and service transition to ensure operational readiness, risk mitigation, and compliant governance across changes that affect live service.

With a hybrid working model and opportunities for career development, you will collaborate with multiple vendors, coordinate stakeholders, and help minimize incidents during changes and releases.

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.

We’re seeking a talented individual to join our team in Glasgow, responsible for focusing on the operational support of our Core Wealth platforms and the associated users of these. Working closely with both business stakeholders and our third‑party platform providers, the role develops a deep understanding of how the systems work, to provide technical support in investigating and resolving issues, and triaging requests.

• Level 2 technical support of our core Wealth Management platforms
• Work with our suppliers and internal development teams in incident, request, and change management processes
• Prioritise technical issues based on impact and urgency while managing a queue of incidents and requests, ensuring work notes are maintained
• Provide support for application configuration, releases and upgrades
• Problem analysis and resolution for application problems, in conjunction with the business users and third‑party suppliers where necessary
• Participate in testing and release management

• Previous experience of working in Wealth Management or similar with an understanding of portfolio management suites and trading platforms
• Previous experience in an application support role or similar
• Proficient IT skills in core Microsoft Office systems
• Previous experience/awareness of SQL, Rest API, JIRA, and Confluence
• Analytical way of thinking along with an eye for detail and be a first‑class problem solver
• Delivery focused, able to multi‑task, and very much a team player

• Knowledge of key applications such as Iress, Avaloq, Fidessa would be highly desirable

• 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

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Evelyn Partners in Glasgow is seeking a skilled IT/Operations professional to provide Level 2 support for our Core Wealth platforms, collaborating with business stakeholders and third‑party providers. You will triage requests, manage incidents, assist with releases and upgrades, and help ensure system availability for portfolio management teams.

You will work across teams to diagnose issues, document resolutions, and contribute to process improvements, while maintaining high service levels and a

Evelyn Partners in Liverpool is seeking a Site Reliability Engineer for a 9-month FTC. This position involves overseeing health checks, coordinating issue resolution, and supporting release management in a hybrid working environment.

Successful candidates will possess experience in IT Service Management, coupled with strong analytical and communication skills. Competitive salary and benefits such as private medical insurance and generous holiday package are offered.

Job Description

We’re seeking a talented individual to join our Service Protection team in Liverpool on a 9 month FTC. The role provides good exposure across environment management, release support, and cross team coordination.

We offer hybrid working, a positive working environment you can thrive in and opportunities to further develop your career.

• Overseeing daily health check reporting from the test team, coordinating resolution of any issues (e.g. batch failures, trading platform issues, CORD outputs) and performing CORD releases in UAT and Production
• Supporting file transfer investigations (VLTrader / GoAnywhere)
• Coordinating quarterly SEI test environment switches / credential updates and handling UAT SEI account setup requests
• Managing Avaloq test account passwords and updating passwords on a monthly basis for the spreadsheet listing all Avaloq Oracle user accounts
• Raising and coordinating environment refresh requests (e.g. DWH, StatPro)
• Supporting UAT API connection issues between Iress and Voyant, UAT access requests for Voyant, UAT API connection issues between Iress and PlannerPal and UAT access requests for PlannerPal

• Previous experience in IT Service Management (ITIL), ideally within Change, Release, or Transition
• Understanding of ITIL practices and service lifecycle governance
• Ability to assess risk, apply structured challenge, and support governance decisions
• Experience working in multi-system, multi-vendor environments
• Strong analytical skills with ability to interpret and present data for decision making
• Effective communication and stakeholder coordination skills

• ITIL Foundation v4, with further ITIL qualifications desirable

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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.

We’re seeking a talented Product Manager to join our team in London. As a Product Manager, your mission is to bridge the gap between business vision and technical excellence. You'll be the human technical interface, translating complex concepts into actionable solutions for our colleagues at Evelyn Partners. This role combines product expertise, agile methodologies, and a deep understanding of wealth management.

You’ll be an ambassador for all COO Functions, delighting our stakeholders and users alike through successful product strategy, impeccable delivery, and proactive engagement.

• Act as the key link between business stakeholders, COO Functions, and technology teams, ensuring business objectives are translated into effective product and platform solutions.
• Manage and shape demand for new initiatives, assessing requests, defining scope, and ensuring alignment with strategic priorities.
• Gather, analyse, and refine business requirements, transforming stakeholder needs into clear user stories, business outcomes, and actionable delivery plans.
• Identify and articulate the benefits, success criteria, and expected outcomes of change initiatives, ensuring value can be measured and realised.
• Own and maintain a prioritised product backlog, ensuring work is appropriately governed, prioritised, and aligned to quarterly planning objectives.
• Champion the client and user experience by understanding end-to-end customer journeys, identifying pain points, and driving continuous improvements to products and services.

• Experienced Product Manager / Business Analyst with a proven ability to build strong relationships and influence stakeholders at all levels across business and technology functions.
• Experienced in Agile and Product Management methodologies, working collaboratively with stakeholders and delivery teams to define, prioritise, and deliver valuable business solutions from inception through implementation.
• Proficient in Microsoft Office Suite, JIRA, Confluence, MIRO, and project management tools to support product delivery, collaboration, and reporting.
• Strong project planning capabilities, including roadmap development, critical path analysis, dependency tracking, and end-to-end delivery management.
• Skilled at translating complex technical concepts into clear, business‑focused language for executives, end users, and operational teams, enabling informed decision‑making.
• Experienced in evaluating solution designs, delivery approaches, support models, and change initiatives, including impact assessments, dependency management, and identification of programme overlaps.

• Knowledgeable in Wealth Management operations, with an understanding of Investment Management and Financial Planning processes, products, and client journeys is preferred but not essential.
• Familiar with Wealth Management terminology, regulatory considerations, and business processes, enabling effective collaboration with front‑office and operational teams is preferred but not essential.
• Training certifications/qualification(s) - Computing, Product/Project Management, Agile Methods/Toolsets are desired but not essential.

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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 we place the power of good advice into more hands, guiding clients to make confident decisions and achieve their financial goals.

We’re seeking a talented individual to join our Investment Management team in London. You will build and develop trusted relationships with clients, providing wide‑range support and assistance with the management of client portfolios.

This role offers senior‑level exposure, being client‑facing and working alongside experienced high‑profile IM partners. You will learn and develop quickly from senior leaders in a dynamic, fast‑paced team.

• Support client needs and manage portfolios, including dealing, in line with your competency status.
• Assist in preparing for client review meetings, providing support and basic analysis as required.
• Prepare presentations, investment proposals and pitches.
• Maintain comprehensive client records, accurate and up to date, following Group policy.
• Handle complaints by raising them with the Client Resolution team promptly and assisting in satisfactory resolution.
• Understand the sector, provide appropriate recommendations and collaborate with sector specialists; construct materials for analysis and communication to Investment Managers.

• Ability to engage with new and existing clients.
• Knowledge of the financial services industry and investment market.
• Experience in an investment management environment.
• Strong client and customer service ethic.
• Ability to work well under pressure and prioritise work.
• Excellent written and verbal communication skills, strong numeracy and analytical skills.

• Hold a relevant Level 4 qualification or above (aspiring for Level 7) and maintain an up‑to‑date Statement of Professional Standing.

• Competitive salary
• Private medical insurance
• Life assurance
• Employer pension contribution
• Hybrid working model (role‑dependent)
• Generous holiday package with option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representing society and our clients. We have a wide range of active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected and can achieve their full potential in a safe, supportive, and inclusive environment. We are happy to make any reasonable adjustments to accommodate you throughout the application process. Please let your recruiter know.