Financial Planner

Evelyn Partners; City of Edinburgh; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in Edinburgh is seeking an experienced Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored wealth management advice within an agreed business plan.

You will work alongside Investment Management teams, maintain client reviews, and contribute to business development while upholding high regulatory standards and CPD commitments.

Qualifications

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Responsibilities

• Build, maintain and develop strong client relationships, delivering exceptional ongoing service to meet client needs, minimizing attrition and generating new business opportunities through referrals and introductions.
• Deliver tailored financial planning advice and lead professional client meetings, ensuring recommendations are technically accurate, compliant and aligned to clients' financial objectives, retirement plans, inheritance considerations and tax efficiency needs.
• Conduct regular client reviews, adapting strategies in line with changing circumstances, risk profiles and long-term financial goals.
• Collaborate effectively with Investment Management, Professional Services colleagues, and Centres of Influence (COIs) to strengthen client relationships and create business development opportunities.
• Manage and maintain the New Business Pipeline (NBP) and client records, ensuring all information, valuations, and documentation are accurate, current, and compliant with Group policies.
• Uphold high professional and regulatory standards by resolving client issues promptly, striving for zero complaints, and undertaking continuous professional development (CPD) to maintain and enhance technical expertise.

Skills

Relationship management

Financial planning

Communication

Regulatory knowledge

Risk management

Time management

Education

Level 4 qualification or above

Job description

• Office Location: Edinburgh (Morrison Street)

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.

This is an exciting time to join the FP team in Edinburgh. You will work along-side BD & Investment teams, mentor junior FPs and get senior level exposure across the business. It is a fast paced environment, we are looking for somebody that is ambitious, wants to progress & is hungry to win new business. You will have had extensive experience in the FP space but now looking for that next challenge.

Job Description

To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

Key Responsibilities

• Build, maintainand develop strong client relationships, delivering exceptional ongoing service to meet client needs, minimizingattrition and generatingnew business opportunities through referrals and introductions.
• Deliver tailored financial planning advice and lead professional client meetings, ensuring recommendations are technically accurate, compliantand aligned to clients' financial objectives, retirement plans, inheritance considerationsand tax efficiency needs.
• Conduct regular client reviews, adapting strategies in line with changing circumstances, risk profilesand long-term financial goals.
• Collaborate effectively with Investment Management, Professional Services colleagues, and Centres of Influence (COIs) to strengthen client relationships and create business development opportunities.
• Manage and maintain the New Business Pipeline (NBP) and client records, ensuring all information, valuations, and documentation are accurate, current, and compliant with Group policies.
• Uphold high professional and regulatory standards by resolving client issues promptly, striving for zero complaints, and undertaking continuous professional development (CPD) to maintain and enhance technical expertise.

Qualifications

Skills, Experience & Qualifications

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client 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.