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Joining our team

As the UK’s first Chartered Financial Planning firm, Evolve has ambitious plans to become a leading provider of high quality, personal financial life planning advice.

Everyone associated with Evolve wishes to play a prominent role in turning the financial advice ‘industry’ into the financial planning ‘profession’ and as well as experience, we require that our planners are among the most qualified in the profession. Our directors are all Certified Financial Planners and are all practicing financial planning professionals. Most of our advisory team are also Chartered Financial Planners.

We have a number of opportunities for like-minded, ambitious financial planning professionals who are keen to work with a forward looking financial planning organisation. We would be interested in hearing from you if you are at least AFPC qualified (or equivalent) and hold the Certified Financial Planner licence or would commit to studying for this.

Our intention is to grow the business responsibly, whilst striving to be the first choice for clients and for the financial planners who guide them. Evolve does not want to become the biggest, but we do want to be one of the best.

By growing the business and the number of Financial Life Planners in our team, we expect that we will be able to increase efficiency and improve service by investing in better IT solutions, training and negotiating improved terms with our suppliers.

We will also ensure that we have a clear succession plan in place to provide advice to clients well after their existing planner retires, thus ensuring continuity of advice on a multi-generational basis. As Evolve takes on younger financial planners, we will aim to transfer the value of the business to them, to ensure that they are incentivised to maintain the high standards and values that Evolve stands for now.

Evolve will continually update the business plan, to take account of clients’ requirements and market conditions, thus ensuring that the business is fit for the future.

If you believe that Evolve may represent a positive move for you and your clients, please contact us to arrange an informal, strictly confidential meeting.


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