Job description
Company Description

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

Job Description
• Process Additional Permitted Subscription (APS) requests, ensuring assets and monies are correctly drawn down against allowance and all documentation is in place.
• Complete Lifetime ISA Subscriptions as requested by Front Office.
• Check validity and add ISA Marker to AVALOQ System, to allow ISA Subscriptions
• Review control reports around ensuring validity of ISA Clients.
• Review/respond to technical queries received from Front Office around over subscriptions, HMRC Regulations etc, liaise with other industry bodies as required
• Individual is expected to gain a clear understanding of HMRC Regulations around the administration where we are acting as ISA Manager
• Act as Subject Matter Expert ( SME) in relation to ISA Issues
• Attend external meetings/sessions in relation to ISA Management & Industry Changes

Qualifications

Gained , or agrees to work towards obtaining IOC qualification

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 dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace 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.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.