Espace Recruteurs

Associate Director - Financial Planning

Evelyn Partners Leeds, Royaume-Uni
Mise en ligne il y a 15 jours Hybride CDI £50k - £70k
Evelyn Partners the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third largest UK wealth manager measured by revenues and the sixth largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

What will you be doing?

  • To build and develop trusted relationships with current and potential clients.
  • To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.
  • All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies


As a Financial Planner, some of your responsibilities will include:

  • To look after and support client needs and to work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
  • 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 understand 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 be successful in this role, you should:

  • Hold a relevant level 6 qualification or above (aspiring to Chartered status ) and maintains an up-to-date Statement of Professional Standing
  • Proven ability to deal with new and existing clients on a fee basis.
  • 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 and customer service.


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 value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.

job_description_image
Référence  30733
Plus d'offres de Evelyn Partners
Evelyn Partners
Director - Financial Planning
Evelyn Partners
Southampton, United Kingdom
il y a 1 mois Full time £70k - £90k
Evelyn Partners
Director - Financial Planning
Evelyn Partners
Bournemouth, United Kingdom
il y a 1 mois Full time £70k - £100k
Evelyn Partners
Director - Financial Planning
Evelyn Partners
London, United Kingdom
il y a 1 mois Full time £80k - £120k
Evelyn Partners
Investment Manager
Evelyn Partners
Leeds, United Kingdom
il y a 1 mois Full time £46k - £110k
Evelyn Partners
Associate Financial Planner
Evelyn Partners
Glasgow, United Kingdom
il y a 1 mois Full time £40k - £50k
Evelyn Partners
Financial Planner
Evelyn Partners
Chelmsford, United Kingdom
il y a 15 jours Full time £60k - £80k
Evelyn Partners
Financial Planner
Evelyn Partners
Bristol, United Kingdom
il y a 26 jours Full time £70k - £100k

Donnez un nouvel élan à votre carrière

Trouvez des milliers d'opportunités emploi en vous inscrivant sur eFinancialCareers dès aujourd'hui.
Offres recommandées
Abu Dhabi Global Market (ADGM)
Associate Director - Strategy (Planning & Performance)
Abu Dhabi Global Market (ADGM)
Abu Dhabi, United Arab Emirates
Arab Monetary Fund
DEALER - FIXED INCOME
Arab Monetary Fund
Abu Dhabi, United Arab Emirates
Madison Pearl
VP Market Risk
Madison Pearl
Manama, Bahrain
Qatar National Bank (QNB)
Officer Domestic Collection (Qatari Nationals Only)
Qatar National Bank (QNB)
Doha, Qatar
Arab Monetary Fund
Chief, Treasury & Direct Investment Division
Arab Monetary Fund
Abu Dhabi, United Arab Emirates