Financial Planner
Company
Location
Edinburgh, Scotland, United Kingdom
Posted At
6/11/2025
Advertise with us by contacting: [email protected]
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Description
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
Job Purpose
We're seeking a talented Financial Planner to join our Financial Planning team in Edinburgh.
You will have the opportunity to build on existing relationships and will also be expected to develop new business, as well as work closely and collaboratively with our Investment Management team. This is a fantastic opportunity to join the Edinburgh team if you are looking for a position which requires both servicing of existing clients and the opportunity to build your own client book.
As a Financial Planner your responsibilities will include among others
Qualifications
As a colleague here at Evelyn Partners you will have access to benefits that include
We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.
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
Job Purpose
We're seeking a talented Financial Planner to join our Financial Planning team in Edinburgh.
You will have the opportunity to build on existing relationships and will also be expected to develop new business, as well as work closely and collaboratively with our Investment Management team. This is a fantastic opportunity to join the Edinburgh team if you are looking for a position which requires both servicing of existing clients and the opportunity to build your own client book.
As a Financial Planner your responsibilities will include among others
- Actively develop new business and service existing business with HNW individuals
- Building on existing client relationships through effective ongoing service to help minimise attrition.
- Ensure client files are carefully maintained with client details regulary updated where needed
- To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements.
- To work in partnership with Investment Management (IM) colleagues to develop client relationships.
Qualifications
- Hold a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
- Experience of developing existing/new business
- Experience of relationship management with internal and external stakeholders.
- Real passion for providing a first-class service to clients
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
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.
Advertise with us by contacting: [email protected]
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