Financial Planner

London, England, United Kingdom

12/18/2024

Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

We’re seeking a talented Financial Planner to join our Financial Planning team in London.

You will be responsible for servicing high net worth (HNW) Partners and retired partners predominantly from the Big 4. You will have the opportunity to build on existing relationships with the clients as well as work closely and collaboratively with our Investment Managers. This is a fantastic opportunity to join the London team if you are looking for a position which needs a personable and nurturing approach. We will be looking for candidates who can show experience with servicing and developing relationships with high net worth individuals and investment managers. This is also an opportunity for candidates aspiring to develop to an Associate Director postion.

As a Financial Planner your responsibilities will include among others

• Actively develop 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

To be successful in this role, you should

• 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 business with HNW individuals
• Experience of relationship management with internal and external stakeholders.
• Real passion for providing a first-class service to clients
  
  

Additional Information

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 believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.