Associate Financial Planning

1 week ago

Birmingham, Birmingham, United Kingdom Evelyn Partners Full time £40,000 - £60,000 per year
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

To work in conjunction with the Financial Planning team, and in particular a senior Partner, to maintain and build trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice - including interactive cashflow.

Qualifications

Key Responsibilities

  • To look after and support client needs
  • To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
  • To ensure clients have the right advice to achieve their financial objectives
  • 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 colleagues to develop client relationships
  • Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date
  • Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
  • To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution

Skills, Experience & Qualifications

  • Ability to deal with new and existing clients on a fee basis Required
  • Ability to understand and communicate advice practices and processes clearly and effectively Required
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required
  • A strong ethic of client service Required
  • Ability to work under pressure and to prioritise work Required
  • Excellent communication skills, both written and verbal Required

Professional Qualifications and Education

  • Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
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 dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

  • Associate Financial Planning

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Evelyn Partners Full time £40,000 - £80,000 per year

    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...

  • Financial Planning Administrator

    6 days ago

    Birmingham, Birmingham, United Kingdom JJ SEARCH LIMITED Full time £20,000 - £30,000 per year

    The Company:A well respected and professional financial planning firm with ambitious growth plans.The Role:The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in...

  • Financial Planning Consultant

    6 days ago

    Birmingham, Birmingham, United Kingdom Focus on SAP Full time £40,000 - £80,000 per year

    Position: Workday Financial Planning ConsultantEmployment Type: ContractStart: ASAP(October/November 2025)Duration:6 MonthsLocation: West Midlands, UK - HybridLanguage(s): EnglishFocus on SAP is a specialist SAP and ERP Recruitment organisation offering both permanent and contract staffing solutions on a global scale. Client –Partnered with a...

  • Senior Financial Planning Director

    4 days ago

    Birmingham, Birmingham, United Kingdom Rathbones Full time

    Job description:Job Title:Senior Financial Planning DirectorDepartment:Rathbones Financial PlanningLocation:BirminghamContract Type:PermanentHiring Manager:Office Head (Birmingham)Team Description:Birmingham Financial Planning team works as part of regional hub with Cheltenham, Bristol and Exeter Offices. Based in Birmingham there is an existing team...

  • Senior Financial Planning Administrator

    6 days ago

    Birmingham, Birmingham, United Kingdom mbf Full time £35,000 - £50,000 per year

    Senior Financial Planning AdministratorFull Time, PermanentNegotiable depending on experience - (£35K+) approximately, plus excellent benefits and bonus - contact us to discussOffice based - potential for some flexibilityI'm working with a well-established UK wealth management business that's looking for a confident and organised Senior Financial Planning...

  • Transport Planning Associate

    6 days ago

    Birmingham, Birmingham, United Kingdom SLR Consulting Full time £35,000 - £55,000 per year

    With over 100 expert transport and mobility planners working across the UK - in a multidisciplinary environment boasting over 40 individual technical specialisms - SLR's Transport and Mobility Planning team offers a great environment to work and progress within.We have a vision to deliver a valuable and lasting contribution to society through the way people...

  • Transport Planning Associate

    6 days ago

    Birmingham, Birmingham, United Kingdom SLR Consulting Full time £40,000 - £60,000 per year

    With over 100 expert transport and mobility planners working across the UK - in a multidisciplinary environment boasting over 40 individual technical specialisms - SLR's Transport and Mobility Planning team offers a great environment to work and progress within.We have a vision to deliver a valuable and lasting contribution to society through the way people...

  • Deputy Head of Financial Planning and Analysis

    6 days ago

    Birmingham, Birmingham, United Kingdom Sellick Partnership Full time £624,000 - £733,000 per year

    Role: Deputy Head of Financial Planning and AnalysisLocation: BirminghamSalary: £52,000 to £60,500Sector: Public SectorSellick Partnership is seeking a Deputy Head of Financial Planning and Analysis for one of our Public Sector clients based in Birmingham.Key Accountabilities: Deputy Head of Financial Planning and AnalysisPrepare and deliver monthly...

  • Manager / Associate Director, Financial Advisory

    6 days ago

    Birmingham, Birmingham, United Kingdom Teneo Full time £60,000 - £120,000 per year

    The RoleThis is an excellent opportunity to join our established Midlands team, where you'll be supported in developing and applying your advisory and insolvency expertise. You'll work alongside some of the most experienced practitioners in the field, advising boards, management teams, lenders, and shareholders across a broad spectrum of underperforming or...

  • Faculty Planning and Events Associate

    2 weeks ago

    Birmingham, Birmingham, United Kingdom Ambition Institute Full time £25,155 - £35,000 per year

    Application Deadline December 07, 2025 Department Faculty Planning & Events Employment Type Fixed Term - Full Time Location Birmingham Workplace type Hybrid Compensation £25,155 / year Reporting To Faculty Planning Senior Associate We would like you to: Skills, Knowledge and Experience What's in it for you….? About Ambition Institute At...