Evelyn Partners

Integrated wealth management and financial planning

Associate Director Investment Management

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeLondon, UKNo salary listed

About the Job

Requirements

Hold a relevant Level 6 qualification or above and maintain an up-to-date Statement of Professional Standing.
Understand the financial services industry and investment market.
Have experience managing client investment portfolios and providing investment advice.
Have a strong understanding of portfolio management, asset allocation, investment research and market analysis, and be able to support client portfolios while delivering high-standard client service and relationship management.
Have experience remodelling newly acquired portfolios and bringing them into line with the investment policy.
Have technical and product knowledge and be able to communicate a wide range of investment management strategies and solutions effectively.
Be able to work well in a pressurised environment and prioritise work.
Have excellent numeracy and analytical skills.
Have experience leading pitches and winning new business.
Have experience operating within a risk management framework and a thorough understanding of risks and threats pertaining to a private client business.

Responsibilities

Look after and support client needs.
Execute the annual business plan in line with agreed individual targets.
Build new client relationships and develop existing client relationships through effective ongoing service to help minimise attrition, and deliver new instructions and referrals as a result of satisfied clients.
Structure and lead client meetings professionally, ensuring all information provided is up to date, technically accurate and meets clients’ needs.
Construct and maintain suitable portfolios in line with clients’ requirements, circumstances, tax situations and attitudes to risk.
Review portfolios regularly and make portfolio changes in consultation with colleagues, where appropriate.
Place deals accurately and in a timely fashion.
Work in partnership with Financial Planning and Professional Services colleagues to develop client relationships.
Ensure comprehensive client records are kept, accurate and up to date, and compliant with Group policy.
Strive to prevent complaints and, where complaints are received, raise them with the Client Resolution team promptly and assist in bringing them to a satisfactory resolution.
Maintain and develop knowledge and skills in line with industry, regulatory and internal requirements by undertaking regular and appropriate continuing professional development.
Where appropriate, act as an investment research sector specialist, working as part of a team focused on direct equity or collective sector analysis to support the firm’s wider investment process.
Understand the relevant sector and provide appropriate recommendations based on a wide range of resources.
Actively participate in regular meetings, take ownership of actions and work with other sector specialists.
Construct materials as determined by sector teams to support analysis and communication to Investment Managers.
Where appropriate, lead the team and ensure standards are met.

Job Description

Job Purpose

To build and develop trusted relationships with current and potential clients. To be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's investment philosophies & process.

Qualifications

Key Responsibilities

To look after and support client needs
To execute the annual Business plan in line with agreed individual targets
To build new client relationships 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
Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs
To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk
To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
To place deals accurately and in a timely fashion
To work in partnership with Financial Planning and Professional Services colleagues to develop client relationships
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
Ensure 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)
Investment Research –Sector Specialist (where appropriate) * Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm’s wider Investment Process needs * Understand the sector, providing appropriate recommendations, based on a wide range of resources * Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists * Construct materials as determined within the sector teams to support analysis and communication to Investment Managers * Leading the team and ensuring standards are met (where appropriate)

Skills, Experience & Qualifications

Holds a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
Understanding of the financial services industry and investment market
Experience of managing client investment portfolios and providing investment advice
Strong understanding of portfolio management, asset allocation, investment research and market analysis, with the ability to support client portfolios while delivering a high standard of client service and relationship management.
Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
Technical /product knowledge and effective communication of wide-ranging investment Management strategies and solutions
Ability to work well in pressurised environment and prioritise work
Excellent communication skills
Excellent numeracy and analytical skills
Experience of leading pitches and winning new business
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

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.

About the Company

Evelyn Partners

Integrated wealth management and financial planning

Evelyn Partners provides integrated wealth management in the UK, offering financial planning and investment management for individuals, families, entrepreneurs, charities, and corporate clients. It uses discretionary and advisory portfolios tailored to each client’s risk and goals, supported by a network of offices in the UK, Ireland, and the Channel Islands; it also runs Bestinvest, an online investment service with coaching and fixed-price advice. The company earns fees from wealth management, financial planning, and investment services, and differentiates itself with an integrated, multi-channel offering across discretionary management, advisory services, and digital coaching through Bestinvest, backed by a long history in independent advisory and private client work. Its goal is to grow assets under management and client base across the UK and Europe while expanding its integrated service model.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: London, United Kingdom
Founded: 1836

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