Evelyn Partners is the UK’s top integrated wealth management and professional services group, with over 186 years of experience helping individuals and businesses succeed. We offer a wide range of financial and professional services to individuals, family trusts, charities, businesses, and professional intermediaries.

Associate – Financial Planning at Evelyn Partners

Company Overview

Evelyn Partners is the UK’s top integrated wealth management and professional services group, with over 186 years of experience helping individuals and businesses succeed. We offer a wide range of financial and professional services to individuals, family trusts, charities, businesses, and professional intermediaries.

Our award-winning service is built on hiring the best talent. Join us in our mission to make expert financial advice accessible to everyone, because we believe everyone deserves sound financial guidance, no matter where they are in their financial journey.

Our remarkable growth and innovation are driven by our core values:

• Personal: Providing advice tailored to what truly matters to our clients.
• Partnership: Collaborating closely with our clients for a seamless experience.
• Performance: Bringing deep expertise to deliver top-tier results.

Explore more about our company and career opportunities here: Evelyn Partners – Wealth, Accountancy & Business Advisory Services.

Also Find This Jobs: Senior Manager – Accounting Advisory at Evelyn Partners

Role Overview

This is a great opportunity for someone eager to expand their career in Financial Planning. As an Associate, you will support Financial Planners in advising clients and helping them achieve their financial goals.

Key Responsibilities

In this role, you will:

• Assist in meeting the financial needs of clients.
• Build and maintain strong client relationships through excellent service and client satisfaction, leading to new business and referrals.
• Ensure clients receive appropriate advice to meet their financial objectives.
• Conduct annual client reviews, ensuring advice is aligned with their evolving risk profiles and goals.
• Collaborate with Investment Management teams to grow client relationships.

Qualifications

To excel in this role, you should have:

• A Financial Planning qualification at Level 4 or higher (ideally working towards Level 7) and an up-to-date Statement of Professional Standing.
• Experience in a financial planning role, supporting clients with their financial needs.
• The ability to manage both new and existing clients on a fee basis.
• Strong technical knowledge and communication skills for presenting holistic financial planning strategies.
• Excellent verbal and written communication abilities.

Benefits

As an employee of Evelyn Partners, you will enjoy a range of benefits, including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Hybrid working model (depending on role)
• Generous holiday allowance, with the option to buy more
• Shared parental leave

We celebrate the diversity of our workforce and the richness it brings. At Evelyn Partners, we are committed to creating a workplace where all colleagues, regardless of identity, background, or circumstances, feel respected and empowered to reach their full potential in a supportive and inclusive environment.

If you need any accommodations during the application process, please inform your recruiter.

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