Senior Manager Client Onboarding

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 Purpose



To perform oversight of the Managerial duties being undertaken by the Operations Manager associated with your relevant teams/functions. Provide assistance and support to the relevant Head Of and deputise where required. Undertake the relevant duties associated with your business area and carry out all tasks to a high standard, ensuring work is completed accurately and on time. Ensure you and your team are adhering to all controls, regulatory guidelines and procedures that affect the business area.

Key Responsibilities

• All team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales (MIR).
• Appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.
• Procedures, controls and training are reviewed following any risk event to mitigate.
• Provide technical advice to assist in resolving complex issues or queries which arise within the team.
• Support the Head of Department in ensuring that systems, processes and controls are in place and are fit for purpose.
• Support the Head of Department in the implementation of group wide projects and initiatives.

Skills, Experience & Qualifications

• Significant Operations experience gained within financial services or an outsourced provider. Required
• Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations. Required
• Experience of managing a team and its individual members, including delivering effective appraisals, performance management, etc. Required
• Working knowledge of Microsoft Office packages, in particular Word and Excel. Required

Professional Qualifications and Education

• Relevant level 3 FCA recognised professional qualification e.g. CISI Investment Operations Certificate – required.

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