Evelyn Partners
Associate Director Financial Planning
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Job Title: Financial Planner
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—to place the power of good advice into more hands, helping them make significant decisions with confidence, setting strong foundations for the future, and guiding them towards their goals.
Job Description
About the Role
We’re seeking a talented individual to join our Financial Planning team in Bristol. As part of a large, highly successful FP team, you’ll have all the support & resources to accelerate your career, collaborate with some of the largest clients, and generate new business. If you are ambitious, client-focused, and eager to grow, we’d love to speak to you.
You will:
- Build and develop trusted relationships with current and potential clients.
- Deliver personalised, tailored financial planning and wealth management advice, aligned with advice and control policies.
- Work within an agreed business plan, ensuring all advice is suitable, thoughtful, and aligned with clients’ needs.
Your core responsibilities will include:
- Client support and needs assessment: Ensuring clients receive ongoing, high-quality care.
- New business development & client retention:
- Execute the annual Business Plan while meeting agreed targets.
- Build new client relationships and maintain existing ones through exceptional service.
- Minimise attrition and secure new referrals/instructions from satisfied clients.
- Professional client interactions:
- Structure and lead client meetings professionally, delivering technically accurate, up-to-date advice.
- Ensure advice addresses retirement planning, inheritance, tax efficiency, and broader financial objectives.
- Strategic client reviews:
- Conduct annual client reviews, aligning recommendations with evolving risk attitudes and long-term goals.
- Collaboration across teams:
- Work closely with Investment Management (IM) and Professional Services (PS) colleagues to strengthen client relationships.
- Build and maintain client relationships with professional advisers (COIs) to expand network reach.
- Business pipeline management:
- Maintain the New Business Pipeline (NBP)—ensuring values and dates are up-to-date.
- Compliance & record keeping:
- Ensure comprehensive, accurate, up-to-date client records in line with Group policy.
- Client conflict resolution:
- Strive for zero complaints; if any arise, escalate them to the Client Resolution Team and assist in a timely, satisfactory resolution.
- Professional development:
- Commit to Continuing Professional Development (CPD) to uphold industry, regulatory, and internal standards, contributing to your long-term growth and the organisation’s success.
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Requirements
Skills & Experience
To excel in this role, you should:
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- Have proven experience advising clients on a fee basis.
- Demonstrate clear communication of financial planning practices (both technically and in a client-friendly manner).
- Show the ability to analyse client information and make suitable recommendations.
- Possess holistic technical/product knowledge to offer customised financial strategies.
- Display a strong client service ethic and a results-driven approach.
- Manage workloads under pressure, prioritising effectively.
- Operate within a risk management framework, with expertise in private client risk mitigation.
Professional Qualifications & Education
- Hold or aspire towards a relevant level 4 or above qualification (target: Level 7) and maintain an up-to-date Statement of Professional Standing.
Benefits
As part of the Evelyn Partners team, you’ll benefit from:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (depending on role)
- Generous holiday package (plus option to buy additional leave)
- Shared parental leave
- A culture that values diversity, inclusion, and belonging, with active employee resource groups, and multiple DE&I initiatives.
We’re committed to a safe, supportive, and inclusive workplace where every colleague can thrive regardless of background or identity. Let us know any reasonable adjustments you may need during the application process—your Recruiter will accommodate them promptly.
Office Location: Evelyn Partners – Bristol (Portwall Place)
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