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For Companies At a Glance
- Tasks: Build relationships and deliver tailored financial planning advice to clients.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised investment advice.
- Benefits: Enjoy a supportive team culture, professional development opportunities, and a chance to make a real impact.
- Why this job: Join a passionate team dedicated to empowering clients with expert financial guidance and support.
- Qualifications: Level 4 qualification or above required; strong communication and client service skills essential.
- Other info: Opportunity for career growth within a reputable firm committed to client success.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK\’s leading over-50s age inclusive jobs board.
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
To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.
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 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
- To build and maintain COIs to initiate and nurture close relationships with professional advisers.
- 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)
- Team Heads Only * Undertakes supervision of direct reports, ensuring T&C regulations and Evelyn Partners suitability processes are adhered to, and all documentation requirements completed and submitted
Skills, Experience & Qualifications
- Proven ability to deal with new and existing clients on a fee basis Required
- Ability to understand and communicate advice practices and processes clearly and effectively. Required
- Ability to analyse client information and highlight requirements to make suitable recommendations Required
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required
- A strong ethic of client service Required
- Ability to work under pressure and to prioritise work Required
- Ability to understand and communicate advice practices and processes clearly and effectively. Required
- Excellent communication skills both written and verbal Required
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business Required
Professional Qualifications and Education
- Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
Additional Information
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Associate Director Financial Planning employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director Financial Planning
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or webinars where you can meet potential colleagues or clients, as building relationships is key for this role.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and regulatory changes will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your approach to client relationship management. Think of examples where you've successfully built trust and delivered tailored advice, as this is crucial for the Associate Director role.
✨Tip Number 4
Showcase your ability to work collaboratively with other departments. Highlight any past experiences where you've partnered with investment management or professional services to enhance client relationships.
We think you need these skills to ace Associate Director Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and wealth management. Emphasise your ability to build client relationships and deliver personalised advice, as these are key aspects of the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are passionate about financial planning and how your skills align with the company's mission. Mention specific examples of how you've successfully managed client relationships and provided tailored advice.
Showcase Your Qualifications: Clearly list your qualifications, especially any relevant certifications or training in financial planning. Highlight your commitment to continuous professional development, as this is important for maintaining industry standards.
Demonstrate Communication Skills: Since excellent communication is crucial for this role, ensure your application is well-written and free of errors. Use clear and concise language to convey your ideas, and consider including examples of how you've effectively communicated complex financial concepts to clients.
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Planning Fundamentals
Make sure you have a solid understanding of financial planning principles and wealth management strategies. Be prepared to discuss how you would tailor advice to meet individual client needs, as this is crucial for the role.
✨Demonstrate Relationship-Building Skills
Evelyn Partners values strong client relationships. Prepare examples from your past experiences where you've successfully built and maintained client relationships, highlighting your approach to client service and satisfaction.
✨Showcase Your Communication Skills
Effective communication is key in this role. Practice articulating complex financial concepts in a clear and concise manner. You might be asked to explain a financial strategy during the interview, so be ready to demonstrate your ability to communicate effectively.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle client concerns. Think about potential challenges you might face in the role and how you would address them, particularly regarding client reviews and complaints.
