Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients' financial needs and generate new business opportunities.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy competitive salary, private medical insurance, and hybrid working options.
- Why this job: Make a real impact in clients' lives while advancing your career in finance.
- Qualifications: Proven client management skills and relevant financial qualifications required.
- Other info: Diverse and inclusive workplace with excellent growth opportunities.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
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
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.
Associate Director Financial Planning employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning space and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client relationships and be ready to discuss how your experience aligns with their values. This shows you're genuinely interested and not just another candidate.
✨Tip Number 3
Practice your pitch! Be clear about what you bring to the table and how you can help the company achieve its goals. A confident, concise introduction can make a lasting impression during networking events or interviews.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Associate Director Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Director - Financial Planning role. Highlight your experience in financial planning and client management, and don’t forget to showcase any relevant qualifications. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about financial planning and how your skills align with our mission at Evelyn Partners. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Client Relationship Skills: In your application, emphasise your ability to build and maintain client relationships. Share examples of how you've successfully managed client needs and generated new business. We’re looking for someone who can connect with clients and understand their unique goals.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at SW Group
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge before the interview. Be ready to discuss strategies related to retirement planning, inheritance, and tax efficiency. This will show that you understand the complexities of the role and can provide valuable insights.
✨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 the past. Highlight your ability to communicate effectively and how you've handled client needs, especially in challenging situations.
✨Demonstrate Your Ambition
This role is all about progression and winning new business. Share your career aspirations and how you plan to contribute to the team's success. Show them you're not just looking for a job, but a place where you can grow and make an impact.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and decision-making process. Think about past experiences where you had to analyse client information and make recommendations, and be ready to discuss these in detail.