{"source":"Breaknorm","page":"https://breaknorm.co/company/evelyn.com","license":"https://breaknorm.co/terms","domain":"evelyn.com","name":"Evelyn Partners","legal_name":"Evelyn Partners","country":"GB","country_second":"US","city":"","admin1":"","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"wealth_management_general","summary":"Evelyn Partners is a wealth management firm that provides total wealth management, financial planning and investment management for individuals, families, charities, entrepreneurs and financial intermediaries. Its offerings include full financial plans, discretionary investment management, tax and estate planning, and personal injury advice. It operates from offices across the UK, Ireland and the Channel Islands.","offerings":["full financial plan","cash alternatives","evelyn partners funds","business protection","inheritance tax and estate planning","investment advice"],"target_customers":["individuals and families","financial intermediaries","charities","entrepreneurs","partners in a firm"],"business_model":["B2C","B2B"],"geo_scope":"international","headcount":"1001-5000","headcount_source":"linkedin","revenue":"50M-250M","revenue_source":"estimated","certifications":[],"langs":["en"],"linkedin":"https://www.linkedin.com/company/evelynpartners","reviews":[],"contact_points":0,"contact_phones":2,"page_types":["privacy","pricing","team","locations","home","contact","careers","about","services","leadership"],"crawled":"2026-08-07","profiled":"2026-08-16","indexed":"2026-09-19","hiring_built":"2026-10-27","website_tech":["adobe","adobe_acrobat_sign","amazon_ses","apple","dmarcian","docusign","exclaimer","ibm_cloud","mailjet","microsoft_365","microsoft_azure","miro","openai","pexip","quest_on_demand","sendgrid","teamviewer","vmware_cloudhealth"],"hiring":{"open":22,"open_postings":22,"new_7d":3,"new_30d":12,"new_90d":22,"closed_30d":0,"countries":["GB"]},"hiring_functions":[["finance_and_accounting",9,5],["administration_and_office",5,3],["facilities_cleaning_and_security",3,0],["business_development_and_strategy",1,0],["human_resources",1,1],["it_operations_and_business_systems",1,1]],"tech_jobs":[{"slug":"microsoft-excel","status":"active","confidence":"medium","jobs":4,"first_seen":"2026-10-20","function":"finance_and_accounting","quote":null,"title":""},{"slug":"microsoft-office","status":"active","confidence":"medium","jobs":4,"first_seen":"2026-10-20","function":"finance_and_accounting","quote":null,"title":""},{"slug":"microsoft-word","status":"active","confidence":"medium","jobs":4,"first_seen":"2026-10-20","function":"finance_and_accounting","quote":null,"title":""},{"slug":"microsoft-powerpoint","status":"active","confidence":"medium","jobs":2,"first_seen":"2026-10-20","function":"finance_and_accounting","quote":"• Working knowledge of Microsoft Office packages: Minimum basic Word, advanced Excel & intermediate PowerPoint","title":"Senior Financial Analyst (AuM) - 6 Month FTC"},{"slug":"servicenow","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-22","function":"it_operations_and_business_systems","quote":"• Log all Incidents and Requests in ServiceNow, manage all Service Desk tickets, escalating Incidents and Requests to support teams or DevOps teams as appropriate","title":"Service Desk Analyst - 12 Month FTC"},{"slug":"microsoft-365","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-25","function":"facilities_cleaning_and_security","quote":null,"title":"Security Operations Specialist - 12 Month FTC"},{"slug":"microsoft-azure","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-25","function":"facilities_cleaning_and_security","quote":"• Knowledge and experience of managing operational security in an Azure/365-centric environment","title":"Security Operations Specialist - 12 Month FTC"},{"slug":"mitre-attack","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-25","function":"facilities_cleaning_and_security","quote":"• Experience in analysis of cyber attacks using methodologies such as MITRE ATT&CK and other relevant frameworks","title":"Security Operations Specialist - 12 Month FTC"}],"intents":[],"recent_postings":[{"id":11261123,"title":"Associate Director Investment Management","city":"London","function":"finance_and_accounting","family":"finance_and_accounting/investment_and_capital_markets","seniority":"director","posted":"2026-10-29","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000158500159-associate-director-investment-management","tech":[]},{"id":11261124,"title":"Associate Director Financial Planning","city":"Edinburgh","function":"finance_and_accounting","family":"finance_and_accounting/financial_planning_and_analysis","seniority":"director","posted":"2026-10-29","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000158485282-associate-director-financial-planning","tech":[]},{"id":2508360,"title":"Service Desk Analyst - 12 Month FTC","city":"Liverpool","function":"it_operations_and_business_systems","family":"it_operations_and_business_systems/it_support_and_service_management","seniority":"entry","posted":"2026-10-22","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000157105969-service-desk-analyst-12-month-ftc-","tech":["servicenow"]},{"id":278253,"title":"Client Administrator","city":"Bracknell","function":"administration_and_office","family":"administration_and_office/administrative_support","seniority":"entry","posted":"2026-10-19","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000156266959-client-administrator-","tech":[]},{"id":278254,"title":"Client Administrator","city":"London","function":"administration_and_office","family":"administration_and_office/administrative_support","seniority":"entry","posted":"2026-10-16","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000155942029-client-administrator-","tech":[]},{"id":278255,"title":"Financial Planning Client Administrator","city":"Belfast","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":null,"posted":"2026-10-15","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000155787129-financial-planning-client-administrator-","tech":[]},{"id":278256,"title":"Client Administrator","city":"Newcastle","function":"administration_and_office","family":"administration_and_office/administrative_support","seniority":"entry","posted":"2026-10-15","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000155781365-client-administrator","tech":[]},{"id":278257,"title":"Financial Planning Client Administrator","city":"London","function":"finance_and_accounting","family":"finance_and_accounting/financial_and_insurance_advisory","seniority":null,"posted":"2026-10-06","url":"https://jobs.smartrecruiters.com/EvelynPartners/744000153701178-financial-planning-client-administrator-","tech":[]}],"ats":"Smartrecruiters","similar":[{"domain":"waverly-advisors.com","name":"Waverly Advisors","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Waverly Advisors is a wealth management firm that provides investment management, financial planning, tax strategy, and estate planning for individuals, familie."},{"domain":"versowm.com","name":"Verso Wealth Management","country":"GB","city":"London","headcount":"51-200","leaf":"wealth_management_general","summary":"Verso Wealth Management is a financial advice firm in the UK that provides wealth planning, investment advice and retirement planning for individuals and busine."},{"domain":"cigp.com","name":"Compagnie d'Investissements et de Gestion Privée","country":"US","city":null,"headcount":"51-200","leaf":"wealth_management_general","summary":"Compagnie d'Investissements et de Gestion Privée is a wealth management and investment advisory firm that provides asset management, investment banking and corp."},{"domain":"wealthplangroup.com","name":"WealthPlan Group","country":"US","city":"Omaha","headcount":"51-200","leaf":"wealth_management_general","summary":"WealthPlan Group is a wealth management firm that provides investment, financial, tax, estate and retirement planning for families, retirees, business owners an."},{"domain":"equitableadvisors.com","name":"Equitable Advisors","country":"US","city":"New York","headcount":"5001-10000","leaf":"independent_financial_advisers","summary":"Equitable Advisors is a wealth management service that provides financial planning, investment advice, and retirement planning for individuals and families, plu."},{"domain":"carystreetpartners.com","name":"Cary Street Partners","country":"US","city":"Abingdon","headcount":"51-200","leaf":"wealth_management_general","summary":"Cary Street Partners is an independent wealth management firm that provides financial planning, asset management and portfolio advisory services for individuals."}],"similar_scored":569,"customers":null,"as_of":"2026-11-02","updated_at":"2026-11-02","hash":"2261dcea951f583f","index_tier":1}