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Manager - PCTS

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Company Description

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 Description

We're seeking a talented individual to join one of our Private Client Teams in Southampton, which is responsible for working across an exciting client base of entrepreneurs and the Private Business Sector clients.

This is a largely Advisory based role with just 10% compliance responsibility. With Private Client being a strong focus of the firm you will have the opportunity to collaborate with colleagues nationally on complex cross stream projects and will be given the opportunity to develop your career and thus providing you with plenty of scope for promotion opportunities.

If you are ambitious, commercial, organised, can self-manage and solve problems we want to hear from you.

Qualifications

We're seeking a talented individual to join one of our Private Client Teams in Southampton, which is responsible for working across an exciting client base of entrepreneurs and the Private Business Sector clients.

This is a largely Advisory based role with just 10% compliance responsibility. With Private Client being a strong focus of the firm you will have the opportunity to collaborate with colleagues nationally on complex cross stream projects and will be given the opportunity to develop your career and thus providing you with plenty of scope for promotion opportunities.

If you are ambitious, commercial, organised, can self-manage and solve problems we want to hear from you.

Additional Information

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

Manager - PCTS

Evelyn Partners
Southampton, UK
Full-Time

Published on 08/12/2024

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