Associate Director Financial Planning

Evelyn Partners; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in wealth management is seeking a dedicated financial planner to provide expert advice and build strong client relationships. In this role, you will be responsible for delivering tailored financial planning solutions and ensuring that clients receive the highest level of service. The position offers a collaborative environment where you can grow your skills and knowledge while making a significant impact on clients' financial futures. With a focus on diversity and inclusion, this firm is committed to creating a supportive workplace for all colleagues. Join a passionate team and help clients navigate their financial journeys with confidence.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Chartered Financial Planner status is essential.
• Proven track record in managing client relationships.

Responsibilities

• Deliver financial planning and wealth management advice.
• Build and maintain trusted client relationships.
• Ensure accurate client records in line with Group policy.

Skills

Financial Planning Chartership

Relationship Management

Business Development

Job 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?

The successful person will be responsible for delivering financial planning and wealth management advice, building and developing trusted relationships with current and potential clients,

• To build new client relationships and maintain and develop existing client relationships
• To plan, implement and execute the annual Business Plan in line with agreed individual expectations
• Structure and lead client meetings, ensuring all information and advice provided is up to date, technically accurate and meets clients' needs
• To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
• Growing your knowledge and skills to optimise your capability, whilst meeting regulatory and internal requirements

Qualifications

What we're looking for

• Holds Chartership within Financial Planning
• Proven ability to deal with new and existing clients
• Strong Relationship management skills
• Experience of winning new business

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• 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.