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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: placing the power of good advice into more hands. We go further to understand the clients' needs 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 Title
Financial Planner (Wealth Manager)
Job Purpose
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.
Key Responsibilities
Client Relationships & Advice
- Look after and support client needs
- Execute the annual Business Plan in line with agreed individual targets
- Build new client relationships and maintain/develop existing client relationships through effective service delivery
- Minimise attrition and secure new instructions and referrals from satisfied clients
- Structure and lead client meetings professionally
- Ensure all information/advice is up-to-date, technically accurate, and meets client needs
- Provide personalised advice to help clients achieve their financial objectives
- Consider factors such as retirement planning, inheritance, and tax efficiency
- Conduct annual client reviews based on changing risk attitudes and objectives
- Collaborate with Investment Management colleagues to strengthen client relationships
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Compliance & Record-Keeping
- Maintain an up-to-date New Business Pipeline (NBP) with correct values and timelines
- Ensure comprehensive client records are accurate and compliant with Group policy
- Aim for zero complaints; if received, raise them with the Client Resolution team promptly
- Assist in achieving a satisfactory resolution
Professional Development
- Uphold qualifications to Level 4 or above (ambition for Level 7), with an up-to-date Statement of Professional Standing
- Regular Continuing Professional Development (CPD) to maintain compliance with industry and regulatory requirements
Skills, Experience & Qualifications
- Qualifications: Relevant level 4 or above (with a desire to reach Level 7) and an up-to-date Statement of Professional Standing
- Client-facing experience: Proven ability to manage fee-based client relationships (both new and existing)
- Organisational & communication skills:
- Ability to analyse client information and highlight needs
- Effective communication of holistic financial planning strategies
- Clear and concise explanation of advice processes
- Service culture: Strong ethic of client and customer service with resilience under pressure
- Priority management: Ability to work under pressure and effectively prioritise tasks
- Risk awareness: Experience in operating within a risk management framework, understanding private client business risks
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Benefits
As a colleague at Evelyn Partners, you will receive:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role-dependent)
- Generous holiday package (with option to purchase additional leave)
- Shared parental leave
Company Values
Evelyn Partners values a diverse workforce, representative of society and its clients. Initiatives promote diversity, equity, and inclusion (DEI) and are committed to a workspace where all colleagues:
- Feel valued as individuals
- Can achieve their full potential
- Work in a safe, supportive, and inclusive environment
We encourage reasonable adjustments for your application process. Please notify your Recruiter if any accommodations are needed.
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