Full-Time
Financial Planner
Evelyn Partners
1,001-5,000 employees
Integrated wealth management and financial planning
No salary listed
Edinburgh, UK + 3 more
More locations: Leeds, UK | Bristol, UK | Bracknell, UK
Hybrid
Hybrid role; requires in-office presence at one of the listed UK offices.
 Finance & Banking (1) |
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- Proven ability to deal with new and existing clients on a fee basis.
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Ability to analyse client information and highlight requirements to make suitable recommendations.
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
- A strong ethic of client and customer service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
- Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
- 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 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
- Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
- To 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 clients
- 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) and Professional Services (PS) 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
- 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)
Evelyn Partners provides integrated wealth management in the UK, combining financial planning and investment management for individuals, families, entrepreneurs, charities, and corporate clients. It works by offering discretionary portfolios alongside advisory services, with client plans tailored to each person’s risk and goals, and also operates Bestinvest, a hybrid online investing service that combines digital tools with coaching and fixed-price advice. The firm differentiates itself through a multi-channel approach that blends traditional private-client advisory services with digital investing through Bestinvest and a long history of independent advisory roots across the UK, Ireland, and the Channel Islands. Its goal is to help clients grow and manage their wealth through coordinated planning, investment management, and accessible investment options.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
London, United Kingdom
Founded
1836
Simplify's Take
What believers are saying
- NatWest acquisition announced February 9, 2026, combines £127bn AUMA for market leadership.
- £100m annual cost synergies from integration boost profitability post-£150m costs.
- Access to NatWest's 20 million customers enables 20% fee income growth via cross-selling.
What critics are saying
- FCA rejects NatWest £2.7bn deal over competition concerns, causing client outflows by August 2026.
- Integration cuts 10% of 3,000 staff, driving talent exodus to Quilter and Rathbones within 12 months.
- Bestinvest clients flee as NatWest cross-sells banking products, eroding self-directed AUM in 9 months.
What makes Evelyn Partners unique
- Evelyn Partners integrates wealth management, financial planning, and tax advice across 23 UK offices.
- Bestinvest platform offers hybrid digital service with fixed-price advice for self-directed investors.
- 180-year heritage from 1836 Tilney and 1881 Smith & Williamson mergers distinguishes comprehensive expertise.
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Your Connections
People at Evelyn Partners who can refer or advise you
Benefits
Hybrid Work Options
Flexible Work Hours
Health Insurance
PTO
Paid Vacation
Remote Work Options
Wellness Program
Mental Health Support
Conference Attendance Budget
Professional Development Budget
Stock Options
Company Equity
401(k) Retirement Plan
401(k) Company Match
Phone/Internet Stipend
Home Office Stipend
Family Planning Benefits
Fertility Treatment Support
Adoption Assistance
Childcare Support
Elder Care Support
Gym Membership
Commuter Benefits
Paid Holidays
Paid Sick Leave
Relocation Assistance
Employee Discount
Employee Referral Bonus
Tuition Reimbursement
Professional Certification Support
Mentorship Program
Meal Benefits
Legal Services
Employee Discounts
Company Social Events
Company News
Fairstone appoints chief operations officer. Sunderland-headquartered national wealth management group Fairstone has appointed Oli Plant as chief operations officer as part of a senior leadership restructure. Oli brings more than 15 years' experience in financial services, joining from Evelyn Partners where he led digital wealth management, and previously worked at Oliver Wyman advising major banks. In his new role, he will oversee technology and operations, supporting improved service delivery for clients and advisers. Oli said: "I'm thrilled to be joining Fairstone at such an exciting time in the company's development. "Having seen its growth from the outside, it's great to now be playing a part in that expansion as we look to help thousands more clients to achieve their financial goals and face the future with confidence. "There's a real buzz about the place and a terrific energy that's brilliant to see. "I'm looking forward to meeting more of my new colleagues and working with them to achieve our ambitions as a business." The restructure also includes a number of senior leadership changes, strengthening Fairstone's executive team as the business continues to grow across the UK and Ireland. Fairstone chief executive Steven Cooper CBE added: "We're delighted to bring on board someone of Oli's calibre and accomplishments in the industry. "He knows the wealth management sector inside-out and has a proven track record of enhancing client and colleague experiences. "We know how much our clients already value and trust our advice, but we want to help more people in more areas and Oli's experience will be invaluable in this regard. "Together with the changes we are implementing at senior level, this puts us in a great position to pursue our expansion plans and realise our ambition of reaching £40bn in client assets under management by the end of 2030." Steven added: "By creating a flatter organisational structure with clear responsibilities and reporting lines, we're aiming to make it even easier and quicker to do business with us and to do more things for more clients. "Building on the fantastic success we have had and the reputation we have built for client-focused services, I'm very excited about the prospects of our business and the progress we can make." Want your business, product or service to be seen regionally and nationally? Bdaily helps you get your story in front of the right audience, every day. Find out how Bdaily can help Join more than 55,000 subscribers by signing up to our daily bulletin each morning here. Explore these topics. Enjoy the read? Get Bdaily delivered. * Occasional offers & updates from selected Bdaily partners
Appointments: Broadstone adds consultant; T Rowe Price names retirement chief. The latest hires, promotions and appointments for the week ending 27 February 2026. Stuart Hardy, Broadstone Consultancy group Broadstone has hired Stuart Hardy as a client consulting director, specialising in the defined contribution (DC) market. Hardy joins from Evelyn Partners, where he was an associate director, and he has previously worked at Hargreaves Lansdown, Mercer and PwC. In a press release, Broadstone said Hardy would be responsible for relationships with some of the company's largest clients, as well as "supporting business development and contributing to the development of Broadstone's proposition". The company added that the appointment was part of its efforts to boost its DC capabilities amid significant changes, including the consolidation of schemes, the ongoing development of the Value for Money regulations, and an increasing focus on member outcomes. Damon Hopkins, head of DC workplace savings at Broadstone, said: "As regulatory reform builds momentum and consolidation accelerates, employers need clear, effective guidance to ensure their workplace pensions remain competitive, compliant and aligned with their broader reward strategies. Stuart's breadth of experience and client-focused approach will be invaluable as we continue to invest in our offering to clients through this period of transformation and deliver on our growth ambitions." T Rowe Price appoints UK retirement chief. Richard Parkin, T Rowe Price Asset management giant T Rowe Price has hired Richard Parkin from BNY Investments as head of UK retirement, with effect from 9 March 2026. Parkin chairs the retirement income committee for the Investment Association, the UK trade body for asset managers. He is also a non-executive director at the Financial Services Compensation Scheme. Before BNY, Parkin held senior positions at Fidelity International, and earlier in his career worked at UBS and Towers Perrin (now WTW). At T Rowe Price, the asset manager said Parkin would "lead the development and execution of [its] UK retirement strategy" across retail and institutional channels. He will also help the firm's engagement with regulators and other stakeholders. Parkin said: "Continuing regulatory focus, new legislation, and changing client needs mean advisers and providers are having more complex conversations, centred on personalised retirement planning, balancing income sustainability, tax efficiency and longevity risk. "The talented and experienced team at T Rowe Price has done some great work, and I look forward to working with them to develop and deliver innovative retirement solutions to help UK clients navigate these choices with confidence."
NatWest acquires Evelyn Partners for £2.7bn: what it means for IFA owners. * 6 days ago Updated: 4 days ago 10th February 2026 NatWest Group announced on 9 February 2026 that it has agreed to acquire Evelyn Partners for £2.7bn in enterprise value,. It is one of the largest UK wealth management transactions in recent years and adds to signs of renewed bank interest in wealth management acquisitions. Who is NatWest Group? NatWest Group is a UK banking institution serving approximately 20 million customers. The bank's existing private banking and wealth management division, which includes Coutts, manages £59bn in assets under management and administration. This acquisition is NatWest's largest deal since its 2008 bailout, coming after the UK Government sold its remaining stake in May 2025. Who is Evelyn Partners? Evelyn Partners is an integrated wealth management business managing £69bn in assets under management and administration across 21 offices. Permira has been an investor since 2014. The business offers financial planning, discretionary investment management, and a direct-to-consumer platform (Bestinvest) for self-directed investors. Evelyn Partners generated £179m EBITDA in 2025. Why is NatWest acquiring Evelyn Partners? The transaction reflects NatWest's objective to diversify income through higher-return, capital-light fee businesses whilst building scale in wealth management. Chief executive Paul Thwaite stated the deal "creates the UK's leading private banking and wealth management business" and positions the combined entity to serve clients across the wealth spectrum with integrated banking and investment capabilities. The acquisition increases NatWest's fee income by around 20% on a standalone basis, before any further uplift from cross-selling NatWest products to Evelyn clients or distributing Evelyn Partners' services through NatWest's wider network. It also brings NatWest's total private banking and wealth management assets under management and administration (AUMA) to £127bn. NatWest expects to deliver around £100m of annual cost savings once the two businesses are combined, which it describes as roughly 10% of the combined cost base. To achieve those savings, NatWest expects to incur around £150m of integration costs. The deal follows similar bank acquisitions of wealth managers in Europe, including Norway-based DNB's purchase of Swedish investment bank Carnegie (completed March 2025) and Lloyds Banking Group's move to full ownership of Schroders Personal Wealth (completed October 2025). What happens next? The transaction requires customary regulatory approvals and is expected to complete in summer 2026. What does the deal mean for financial planning firm owners considering a sale? The acquisition of Evelyn Partners by NatWest Group for £2.7bn represents a notable development in the UK wealth management consolidation landscape, particularly as it adds to the list of major banks acquiring in the sector. The transaction is worth examining both for what it suggests about current market dynamics and for the signals it sends to independent financial advisory firms contemplating their own exit strategies. The deal adds to signs of bank appetite for wealth management capability. It follows other recent bank transactions in the sector, including DNB's acquisition of Carnegie (completed March 2025) and Lloyds Banking Group's move to full ownership of Schroders Personal Wealth (announced October 2025). NatWest's willingness to deploy capital on this scale suggests that major financial institutions see wealth management as a credible route to diversifying income, with the rationale centred on expanding fee-based revenues. For the wider market, the deal reinforces two points. First, scaled, integrated wealth management businesses remain strategically valuable to large institutions seeking fee-led growth, particularly where there is a clear distribution advantage and a deliverable synergy case. Second, it underlines the continued direction of travel towards consolidation at the upper end of the market, with banks and other large strategic buyers prepared to pay for immediate capability and breadth. For IFA owners considering a sale, the most relevant takeaway is in the drivers behind this deal: buyers continue to place a premium on predictable, recurring fee income and on businesses where risk is well-evidenced and integration is straightforward. While a transaction of this scale is not a direct pricing benchmark for independent advice firms, it reinforces that high-quality, well-run advice businesses remain firmly in demand and continue to sit at the centre of UK wealth management consolidation. Frequently asked questions. How big will NatWest's wealth management business be after completion? * The combined private banking and wealth management division will oversee £127bn in assets under management and administration, with total customer assets and liabilities of £188bn. What multiple did NatWest pay for Evelyn Partners? * 9.7x 2025 EV/EBITDA, including target run-rate cost synergies. Evelyn Partners generated £179m EBITDA in 2025. When did NatWest return to private ownership? * The UK Government sold its remaining stake in NatWest in May 2025, nearly 17 years after the bank's rescue during the 2008 financial crisis. Who currently owns Evelyn Partners? * Private equity firms Permira (majority) and Warburg Pincus (minority) own Evelyn Partners. Permira initially invested in Bestinvest in 2014 and built the current group through subsequent acquisitions including Tilney, Towry, and Smith & Williamson. Considering your next chapter? At Chapters Capital, Chapters Capital Limited specialise in financial planning and wealth management M&A. Whether you are considering a sale, merger, or want to learn more about buyers in the space, please contact one of its professional associates today for a confidential, no-obligation consultation.
NatWest Group today unveiled its first major acquisition since returning to private ownership.
NatWest acquires Evelyn Partners for £2.7bn and announces £750m buyback. NatWest Group has acquired Evelyn Partners from Permira and Warburg Pincus for £2.7 billion, creating what it says is the UK's leading private banking and wealth management business. The deal combines Evelyn Partners' £69 billion in assets under management with NatWest's £59 billion, bringing total AUMA to £127 billion. "Bringing together these two leading businesses creates a unique opportunity to provide financial planning, savings and investment services to more families and people across the UK. We look forward to welcoming our new clients and working with our colleagues at Evelyn Partners to transform the services our 20 million customers across the Group can expect from us," said Paul Thwaite, Chief Executive of NatWest Group. "At a time when the benefits of saving and investing are increasingly part of the national conversation, we can help customers to make more of their money through a broader range of services, as well as helping to drive growth and investment across the economy." NatWest successfully fought off interest from other parties to secure the deal. Barclays and RBC Brewin Dolphin were reportedly interested in acquiring Evelyn. And for good reason. The acquisition transforms NatWest's investment offering for its 20 million customers and increases fee income by approximately 20% before revenue synergies. Evelyn Partners, operating for 180 years, offers an integrated wealth management model that includes financial planning, discretionary investment management, and the BestInvest platform. NatWest expects annual cost synergies of around £100 million, equivalent to 10% of the combined cost base, with implementation costs of £150 million. Alongside the acquisition, NatWest announced a £750 million share buyback, maintaining its track record of capital returns to shareholders. The ordinary dividend payout ratio of around 50% remains unchanged. NatWest shares were 3% lower at the time of writing on Monday.