Associate Director Financial Planning

S&W

London

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.

Job Description

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,

To build new client relationships and maintain and develop existing client relationships
To 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
To 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
Growing your knowledge and skills to optimise your capability, whilst meeting regulatory and internal requirements

Qualifications

What we're looking for

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:

Competitive salary
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 for your needs throughout the application process. Please let your Recruiter know.

Posted 2025-05-21

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