Job Description
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
As Associate Director - Financial Planning, your responsibilities will include among others:-
- Looking after and supporting client needs, working with BD to generate new leads & new business
- To execute the annual Business Plan in line with agreed individual targets
- To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
- Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
- To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
- 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) and Professional Services (PS) colleagues to develop client relationships
- To build and maintain COIs to initiate and nurture close relationships with professional advisers.
- Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
- To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
- Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
Qualifications
Skills & Experience
To be successful in this role, you should:-
- Have the proven ability to deal with new and existing clients on a fee basis
- Have the ability to understand and communicate advice practices and processes clearly and effectively. Required
- Ability to analyse client information and highlight requirements to make suitable recommendations Required
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required
- A strong ethic of client service Required
- Ability to work under pressure and to prioritise work Required
- Ability to understand and communicate advice practices and processes clearly and effectively. Required
- Excellent communication skills both written and verbal Required
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business Required
Professional Qualifications and Education
- Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
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.
