Financial Planner
Financial Planner
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Job Description
Job Purpose
Were 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 :
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
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 youll 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. Were 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 dont hesitate to discuss your needs with your recruiter.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
