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Investment Manager

Company

Evelyn Partners

Location

Guildford, England

Posted

July 02, 2026

Position Overview

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.

Job Description

Key Responsibilities

  • Β To look after and support client need
  • To execute the annual Business plan in line with agreed individual targets
  • To build new client relationships and develop existing client relationships through effective. ongoing service to he...
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