At a Glance
- Tasks: Support clients' financial needs and generate new business opportunities.
- Company: Evelyn Partners, a leading UK wealth management firm.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Join a passionate team and make a real impact in clients' financial futures.
- Qualifications: Proven client management skills and relevant financial qualifications required.
The predicted salary is between 43200 - 72000 £ per year.
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 alongside 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 understanding 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.
- 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.
- Excellent communication skills both written and verbal.
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
- 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 dependent).
- 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.
Office Location: Edinburgh (Morrison Street)
Associate Director Financial Planning in Edinburgh employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work environment in Edinburgh where passionate professionals thrive. With a strong focus on employee growth, competitive benefits including private medical insurance and a hybrid working model, we foster a culture of inclusivity and support, ensuring that every team member can achieve their full potential while making a meaningful impact in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Associate Director Financial Planning in Edinburgh
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews by practising your pitch. Make sure you can clearly articulate your experience and how it aligns with what Evelyn Partners is looking for. Remember, they want someone who can not only handle client needs but also generate new business, so highlight your successes in these areas.
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to chat with hiring managers or during interviews, let them know why you’re excited about joining their team. Your passion for financial planning and helping clients achieve their goals will definitely make you stand out.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can go a long way in showing your appreciation and keeping you top of mind. Plus, it’s a great opportunity to reiterate your interest in the Associate Director position and how you can contribute to their success.
We think you need these skills to ace Associate Director Financial Planning in Edinburgh
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Associate Director - Financial Planning role. Highlight your relevant experience in financial planning and client management, and show us how you align with our values at Evelyn Partners.
Showcase Your Achievements:Don’t just list your responsibilities; we want to see your successes! Use specific examples of how you've generated new business or improved client relationships. Numbers and outcomes speak volumes!
Be Clear and Concise:When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and ensure your points are easy to understand. This will help us see your communication skills right from the start.
Apply Through Our Website:We encourage you 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’s super easy!
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 before the interview. Be ready to discuss specific strategies and solutions you've implemented in the past, especially those that align with the needs of clients. This will show that you not only understand the technical aspects but can also apply them effectively.
✨Showcase Your Client Relationship Skills
Evelyn Partners values strong client relationships, so be prepared to share examples of how you've built and maintained these in previous roles. Highlight any successful client meetings you've led and how you tailored your approach to meet their unique needs.
✨Demonstrate Your Ambition
Since they're looking for someone ambitious and eager to win new business, make sure to convey your drive during the interview. Discuss your career goals and how this role fits into your plans. Share any past experiences where you successfully pursued new opportunities or overcame challenges.
✨Prepare Questions About the Company Culture
Evelyn Partners places a strong emphasis on team dynamics and a supportive work environment. Prepare thoughtful questions about their culture, diversity initiatives, and how they support professional development. This shows you're genuinely interested in being part of their team and aligns with their values.
