Associate Director Financial Planning
Evelyn PartnersEngland, United Kingdom • London, England, United Kingdom • London, England, United Kingdom
Posted October 31, 2025
Full Time
About the Company
Evelyn Partners is a leading UK wealth management firm offering personalized financial planning and investment management services. Specializing in retirement planning, inheritance tax, employee benefits, charity investments, and online investing, the company empowers clients with expert advice across various financial needs. Driven by placing quality advice within reach of more people, Evelyn Partners stands out for its tailored approach and commitment to client success.
Job Description
Evelyn Partners is seeking a talented Associate Director Financial Planning to join their team in Bracknell. The role involves delivering financial planning and wealth management advice to clients, building client relationships, and ensuring advice aligns with business plans and client needs. Flexibility to work both in the office and from Reading/the M4 corridor is available.
Requirements
- Proven ability to deal with new and existing clients.
- Ability to understand and communicate advice practices clearly.
- Technical/product knowledge of financial planning strategies.
- Professional Qualifications and Education (Level 4+)
- Professional Standing
- Strong ethics of client service
- Excellent communication skills
- Understanding of client risks
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
