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- Tasks: Lead change and improvements in financial planning, ensuring great client outcomes.
- Company: Evelyn Partners is a top UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Join a passionate team dedicated to empowering clients and making impactful financial decisions.
- Qualifications: CII Level 4 Diploma in Financial Planning or equivalent; strong communication and organisational skills required.
- Other info: This is a full-time, mid-senior level role with opportunities to engage with various stakeholders.
The predicted salary is between 28800 - 48000 £ per year.
Financial Planning Advice & Technical Team Specialist
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Financial Planning Advice & Technical Team Specialist
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Join to apply for the Financial Planning Advice & Technical Team Specialist role at Evelyn Partners
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Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
Job Purpose
Within the FP Advice & Technical team, lead on delivering and embedding change and business improvements into BAU, driving continuous improvement, achieving great client outcomes and supporting the Head of FP Advice and Chief Financial Planning Director with our commercial and compliance objectives.
Qualifications
Key Responsibilities
- Working in a senior function within the FP Advice & Technical team, this role will lead and drive forward the overall aims of the Financial planning business, as required by the CFPD.
- The role includes work to develop, maintain & govern the advice policy, practices and guidance for the Financial Planning product and proposition, working with key stakeholders to review, identify gaps, update guidance and provide ongoing training and support to the FP business.
- The team has responsibility to maintain Financial Planning (FP) advice fee pricing and ongoing review services.
- Represent FP at various relevant forums and formal committees.
- Manage Front Office queries on FP advice proposition, service and delivery.
- Engage with stakeholders in a range of other departments (such as Process Delivery & Support, Oversight, Compliance) to ensure delivery of team activities and projects, from design to sign-off and implementation.
- Act as an FP Subject Matter Expert (SME) supporting certain projects in the wider business as required and dependant on business need
- The team has responsibility to engage in commercial relationships with key third party providers and work collaboratively with the key stakeholders both internal and external.
- Work in collaboration on delivery of the CFPD training plan and take an active role in supporting the Front office knowledge and skills where relevant to FP Advice & Technical issues.
Skills, Experience & Qualifications
- Financial Planning experience within a regulated advice firm
- Strong organisation and prioritisation skills; able to work independently and within a team
- Excellent verbal and written communication skills; good attention to detail
- Adept at working with colleagues / stakeholders from across business functions and with third parties
- Experience of tools that support the financial planning advice process
Professional Qualifications And Education
- Minimum CII Level 4 (Diploma) Financial Planning or equivalent, or above
Additional Information
Key Competencies
- Excellent communication both written and verbal
- Strong stakeholder management with positive influencing skills
- Effective management – can drive forward additional value-add projects to help team deliver wider objectives
Seniority level
-
Seniority level
Mid-Senior level
Employment type
-
Employment type
Full-time
Job function
-
Job function
Finance
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Financial Planning Advice & Technical Team Specialist employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Advice & Technical Team Specialist
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and wealth management. This will not only help you understand the industry better but also allow you to engage in meaningful conversations during interviews, showcasing your passion and knowledge.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with potential colleagues or mentors who can provide insights into the role and possibly refer you internally at Evelyn Partners.
✨Tip Number 3
Prepare to discuss your experience with stakeholder management and how you've successfully influenced outcomes in previous roles. This is crucial for the Financial Planning Advice & Technical Team Specialist position, as collaboration is key.
✨Tip Number 4
Research Evelyn Partners' values and recent initiatives. Understanding their mission and how they support clients will help you align your answers during interviews, demonstrating that you're a good fit for their team culture.
We think you need these skills to ace Financial Planning Advice & Technical Team Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant financial planning experience and skills that align with the job description. Use specific examples to demonstrate your expertise in delivering financial advice and managing stakeholder relationships.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and how your background makes you a great fit for the role. Mention your understanding of the company's mission and how you can contribute to their goals.
Highlight Relevant Qualifications: Clearly state your qualifications, such as your CII Level 4 Diploma in Financial Planning or equivalent. This will show that you meet the educational requirements and are serious about your professional development.
Showcase Communication Skills: Since excellent verbal and written communication skills are essential for this role, provide examples of how you've effectively communicated complex financial concepts to clients or stakeholders in the past.
How to prepare for a job interview at Evelyn Partners
✨Understand the Company Culture
Before your interview, take some time to research Evelyn Partners and their approach to wealth management. Understanding their values and mission will help you align your answers with what they are looking for in a candidate.
✨Showcase Your Financial Planning Expertise
Be prepared to discuss your experience in financial planning, particularly within regulated advice firms. Highlight specific examples of how you've successfully managed client relationships or improved processes in previous roles.
✨Prepare for Stakeholder Management Questions
Given the importance of stakeholder engagement in this role, think of examples where you've effectively managed relationships across different departments. Be ready to explain how you influenced outcomes positively.
✨Demonstrate Continuous Improvement Mindset
Evelyn Partners values continuous improvement, so be prepared to discuss how you've driven change in past roles. Share specific instances where you've identified gaps and implemented solutions that led to better client outcomes.
