Associate Director Financial Planning job opportunity at Evelyn Partners.

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Date2026-02-19T16:18:05.071Z bot
Evelyn Partners Associate Director Financial Planning
Experience: General
Pattern: Full-time
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degreeAssociate
loacation 148 Morrison Street, Edinburgh, Scotland, United Kingdom
loacation 148 Morrison S..........United Kingdom
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Job DescriptionAs Associate Director - Financial Planning,  your responsibilities will include among others:-Looking after and supporting client needs, working with BD to generate new leads & new business To execute the annual Business Plan in line with agreed individual targetsTo 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 clientsStructure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needsTo ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clientsTo ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirementsTo work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationshipsTo build and maintain COIs to initiate and nurture close relationships with professional advisers.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 policyTo 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 resolutionEnsure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)

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