Evelyn Partners
Manager - Client Onboarding
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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
What will you be doing?
We’re seeking a talented Manager - Client Onboarding to join our team in Glasgow. You will be responsible for a team of 9 who will perform all daily activities associated with Vetting and XP Docs to ensure full compliance with anti‑money laundering regulations, the Financial Services Compensation Scheme, FATCA, FCA and CASS rules, as well as Suitability and KYC requirements.
This includes the vetting of all relevant client documentation to ensure completeness, accuracy, and regulatory compliance and responsibility for delivering a timely and accurate onboarding service for new clients within agreed SLAs, while maintaining high‑quality, compliant data for existing clients.
You will play a critical role in safeguarding the firm, supporting regulatory adherence, and ensuring a positive and seamless start to the Client Journey.
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As Manager - Client Onboarding, your responsibilities will include among others:
- Provide strong strategic leadership, driving continuous improvement, automation, and alignment with business priorities.
- Ensure a smooth, professional, and brand‑aligned onboarding experience that enhances the overall client journey.
- Develop and support the team by providing coaching, technical guidance, and regular training needs analysis to equip them for increasing complexity.
- Act as a technical escalation point, resolving complex issues efficiently and ensuring professional, timely handling of internal and external client requests.
- Maintain robust governance by ensuring systems, processes, procedures, and controls are fit for purpose, fully documented, and regularly reviewed.
- Support the senior manager with the implementation and maintenance of the risk and control matrix and ensure KPI/KRI and management information reporting is accurate and timely.
Qualifications
To be successful in this role, you should:
- Significant operations experience gained within financial services
- Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations
- Demonstrable experience of supervising the work of more junior members of staff
- Experience of managing a team desirable, although not essential
- Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel
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Desired:
- Relevant Level 3 FCA recognised professional qualification (e.g. CISI Investment Operations Certificate) or appetite and ability to complete it within 18 months of appointment
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.
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