Associate Financial Planning

This is a great opportunity for someone eager to develop their career further into Financial Planning. This role will be to provide assistance to the Financial Planners, meeting and engaging with clients while providing high level advice to achieve their financial objective.

What you will be doing

• To look after and support clients needs and requirements


• Building new client relationships and maintaining and developing 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 and in line with client's changing risk attitudes and strategic requirements


• To work in partnership with Investment Management colleagues to develop client relationships
  
  Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing


• Previous experience working within a financial planning role; providing assistance on clients needs and requirements


• Ability to deal with new and existing clients on a fee basis


• Technical/ product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions


• Ability to understand and communicate advice practices and processes clearly and effectively.


• Excellent communication skills, both written and verbal
  
  Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.


We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• 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.