Financial Planner

Evelyn Partners; City of Edinburgh; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

Evelyn Partners, a leader in wealth management, seeks a Financial Planner for its Edinburgh team. The role involves nurturing client relationships and developing new business opportunities. Ideal candidates will hold relevant qualifications and demonstrate a commitment to providing exceptional service within the finance sector.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Qualifications

• Hold a relevant level 4 qualification or above.
• Experience of developing existing/new business.
• Real passion for providing a first-class service to clients.

Responsibilities

• Actively develop new business and service existing business.
• Building on existing client relationships through effective ongoing service.
• Ensure client reviews are undertaken at least annually.

Skills

Relationship Management

Business Development

Investment Management

Education

Relevant Level 4 Qualification

Aspiring for Level 7

Job description

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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.

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

Job Purpose

We're seeking a talented Financial Planner to join our Financial Planning team in Edinburgh.

You will have the opportunity to build on existing relationships and will also be expected to develop new business, as well as work closely and collaboratively with our Investment Management team. This is a fantastic opportunity to join the Edinburgh team if you are looking for a position which requires both servicing of existing clients and the opportunity to build your own client book.

As a Financial Planner your responsibilities will include among others

• Actively develop new business and service existing business with HNW individuals
• Building on existing client relationships through effective ongoing service to help minimise attrition.
• Ensure client files are carefully maintained with client details regulary updated where needed
• To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements.
• To work in partnership with Investment Management (IM) colleagues to develop client relationships.
  
  

Qualifications

Qualifications

• Hold a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
• Experience of developing existing/new business
• Experience of relationship management with internal and external stakeholders.
• Real passion for providing a first-class service to clients
  
  

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support
  
  

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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