Evelyn Partners is the UK’s leading integrated wealth management and professional services group, created by the merger of Tilney and Smith & Williamson on 1 September 2026.
With £54.8 billion of assets under management (as of 30 June 2026), it ranks as the third largest UK wealth manager measured by revenues and the eighth largest professional services firm ranked by fee income. The Group currently operates through three principal brands: Evelyn Partners, and online investment service Bestinvest. It has a network of 28 offices across the UK, as well as the Republic of Ireland and the Channel Islands. Through its operating companies, the Group offers an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
What will you be doing?
To perform the daily tasks within the cash and stock reconciliations team to ensure adherence with FCA CASS Rules. In particular CASS 6 custody rules and CASS 7 client money.
There is a necessity to deliver high performing, quality services that ensures consumer outcomes are core to delivery against key performance indicators, business goals and objectives. Working collaboratively with peers to drive consistency and cultural alignment with our brand.
The role requires someone who is commercially aware & strategic in operational approach with great planning, organisational and communication skills, and an excellent communicator who can adapt to deliver first-class service to our clients.
As Technical Specialist, Reconciliations, some of your responsibilities will include:
- All team tasks are documented and completed to deadline and that reconciling items are resolved within appropriate timescales .
- Appropriate action is taken to rectify errors or omissions and that any anomalies are escalated in a timely fashion.
- Provide technical advice to assist in resolving complex issues or queries which arise within the team.
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times.
- Act as an alternate contact for the department on Group wide projects and initiatives.
- Support management in ensuring that systems, processes and controls are in place and are fit for purpose.
To be successful in this role, you should:
- Significant operations experience gained within financial services.
- Demonstrable client service experience
- Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular reconciliations.
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.
- Experience in process improvement and automation would be a nice to have
- Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.
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 dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.
If you need any reasonable adjustments for your application process, please let your recruiter know.
