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- Tasks: Support clients with financial planning and build strong relationships.
- Company: Evelyn Partners, a leader in wealth management and financial advice.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 qualification or above in financial planning required.
- Other info: Join a diverse team committed to inclusion and professional growth.
The predicted salary is between 28800 - 43200 £ per year.
Job Purpose
To work in conjunction with the Financial Planning team and in particular a senior Partner to maintain and build trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice – including interactive cashflow.
Qualifications : Key Responsibilities
- To look after and support client needs
- 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
- To ensure clients have the right advice to achieve their financial objectives
- 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 colleagues to develop client relationships
- 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
Skills Experience & Qualifications
- Ability to deal with new and existing clients on a fee basis Required
- Ability to understand and communicate advice practices and processes clearly and effectively 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
- Excellent communication skills both written and verbal 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 were 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.
Remote Work : No
Employment Type : Full-time
Key Skills
Internal Audit, Financial Services, Financial Performance, Variance Analysis, Journal Entries, Account Management, ACH, Customer Accounts, General Ledger Accounts, Payroll, Customer Relationships, Financial Statements, Annual Reports
Experience : years
Vacancy : 1
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Associate Financial Planning employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planning
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential mentors. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that dream job. Prepare a short, engaging summary of who you are, what you do, and what you’re looking for. Make it memorable and authentic!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Mention something specific from your conversation to make it personal and stand out.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you. Plus, applying directly shows your enthusiasm and commitment to joining our team at StudySmarter. Let’s get you on board!
We think you need these skills to ace Associate Financial Planning
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the Associate Financial Planning role. We want to see how you can build those trusted relationships and deliver top-notch financial advice!
Showcase Your Communication Skills: Since excellent communication is key in this role, use clear and concise language in your application. We’re looking for candidates who can convey complex financial concepts simply and effectively, so don’t hold back on demonstrating that talent!
Highlight Client Service Ethic: We value a strong client service ethic, so be sure to include examples of how you've gone above and beyond for clients in your previous roles. This will show us that you understand the importance of client satisfaction and retention.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow management and wealth strategies. Be ready to discuss how you can apply this knowledge to help clients achieve their financial goals.
✨Build Rapport with the Interviewer
Since building relationships is key in this role, practice your interpersonal skills. Show genuine interest in the interviewer and the company, and be prepared to share examples of how you've successfully built client relationships in the past.
✨Demonstrate Client-Centric Thinking
Prepare to talk about how you prioritise client needs and ensure they receive the best advice. Think of specific instances where you’ve gone above and beyond for a client, as this will highlight your strong ethic of client service.
✨Stay Calm Under Pressure
This role requires the ability to work under pressure, so be ready to discuss how you manage stress and prioritise tasks. Consider sharing a story where you successfully handled a challenging situation while maintaining high service standards.