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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, pension contributions, and generous holiday packages.
- 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 and business development experience.
- Other info: We celebrate diversity and provide a supportive, inclusive work environment for all.
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.
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 understand 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 but also demonstrate your commitment to staying updated, which is crucial for building trust with clients.
✨Tip Number 3
Prepare to discuss your approach to relationship management during interviews. Think of specific examples where you've successfully built or maintained client relationships, as this aligns closely with the role's requirements.
✨Tip Number 4
Research Evelyn Partners' values and mission. Understanding their commitment to diversity, equity, and inclusion will allow you to tailor your conversations and show how your personal values align with theirs.
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 of the Associate Director Financial Planning position. Tailor your application to highlight how your skills and experiences align with the specific requirements mentioned in the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your experience in financial planning and wealth management. Provide specific examples of how you've successfully built client relationships and delivered financial advice that meets clients' needs.
Showcase Your Qualifications: Clearly state your Chartership within Financial Planning and any other relevant qualifications. This will demonstrate your commitment to the profession and your capability to meet regulatory requirements.
Personalise Your Application: Make your application stand out by personalising it. Address the hiring manager by name if possible, and express your enthusiasm for the role and the company’s mission. Show that you resonate with their values around diversity, equity, and inclusion.
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. Understanding their values and commitment to diversity will help you align your answers with what they prioritise.
✨Showcase Your Relationship Management Skills
Be prepared to discuss specific examples of how you've built and maintained client relationships in the past. Highlight your ability to understand client needs and provide tailored advice, as this is crucial for the role.
✨Demonstrate Your Technical Knowledge
Since the role requires delivering accurate financial planning advice, brush up on your technical knowledge. Be ready to answer questions about financial planning principles and regulations to show you're up to date.
✨Prepare Questions for Them
Interviews are a two-way street. Prepare insightful questions about the team dynamics, growth opportunities, and how they measure success in client relationships. This shows your genuine interest in the role and the company.
