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
Why Evelyn Partners
Our team operates from the Evelyn Partners head office, fostering collaboration among 1,600 colleagues in a modern environment.
We prioritise audit quality through regular training sessions and social events to encourage best practice sharing and teamwork. Additionally, our office is divided into smaller pastoral care teams to foster relationships and ensure a supportive culture, emphasising wellbeing.
What will you be doing?
We’re seeking a talented individual to join our Marketing team as Marketing Governance & Regulations Senior Manager. You will ensure Evelyn Partners adheres to all relevant industry regulations, maintains ethical marketing practices, and upholds the highest standards of compliance, including delivery of good client outcomes. You will be responsible for providing oversight of all Marketing and Commercial activities, ensuring they align with legal requirements, industry guidelines, and internal policies, including, but not restricted to Financial Promotions, Consumer Duty and Sustainability regulations.
As Marketing Governance & Regulations Senior Manager, your responsibilities will include among others
Consumer Duty adherence and reporting
Work cross functionally to ensure processes and understanding is in place across all parts of the firm producing externally facing content, placing ownership of Consumer Duty in the hands of the business. Co-ordinate and deliver reporting of KRIs related to Consumer Duty from across those functions to the management team and board.
To be successful in this role, you should have
Desired
As a colleague here at Evelyn Partners, you will have access to benefits that include:
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.