Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver financial planning advice and build client relationships.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised investment advice.
- Benefits: Enjoy private medical insurance, life assurance, generous holidays, and shared parental leave.
- Why this job: Join a passionate team dedicated to empowering clients and making impactful financial decisions.
- Qualifications: Chartered in Financial Planning with strong relationship management skills required.
- Other info: We celebrate diversity and provide a supportive, inclusive work environment.
The predicted salary is between 43200 - 72000 £ per year.
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.
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.
- Build new client relationships and maintain and develop existing client relationships.
- 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.
- 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.
- Grow your knowledge and skills to optimise your capability, whilst meeting regulatory and internal requirements.
Qualifications
- 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 your needs throughout the application process. Please let your Recruiter know.
Associate Director Financial Planning employer: Evelyn Partners Limited
Contact Detail:
Evelyn Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director Financial Planning
✨Tip Number 1
Network with professionals in the financial planning and wealth management sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients, which can help you gain insights into the company culture at Evelyn Partners.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. This knowledge will not only boost your confidence during interviews but also demonstrate your commitment to staying updated in a rapidly evolving industry.
✨Tip Number 3
Prepare to discuss your relationship management skills in detail. Think of specific examples where you've successfully built or maintained client relationships, as this is crucial for the role at Evelyn Partners.
✨Tip Number 4
Research Evelyn Partners' values and mission. Understanding their commitment to diversity, equity, and inclusion will allow you to align your personal values with theirs, making you a more attractive candidate.
We think you need these skills to ace Associate Director Financial Planning
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Associate Director Financial Planning position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience in financial planning and relationship management. Use specific examples of how you've successfully built client relationships and delivered financial advice to demonstrate your capabilities.
Write a Strong Cover Letter: In your cover letter, express your passion for wealth management and your commitment to providing excellent client service. Mention your Chartership within Financial Planning and any relevant achievements that illustrate your ability to win new business.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial planning industry.
How to prepare for a job interview at Evelyn Partners Limited
✨Understand the Company Culture
Before your interview, take some time to research Evelyn Partners and their approach to wealth management. Familiarise yourself with their values and mission, as this will help you align your answers with what they prioritise in their team.
✨Showcase Your Relationship Management Skills
Since the role involves building and maintaining client relationships, be prepared to discuss specific examples from your past experiences. Highlight how you've successfully managed client expectations and fostered trust.
✨Demonstrate Technical Knowledge
As the position requires delivering financial planning advice, ensure you brush up on relevant financial regulations and best practices. Be ready to discuss how you stay updated with industry changes and how you apply this knowledge in practice.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the company’s future plans, team dynamics, or their approach to client management. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
