At a Glance
- Tasks: Join our Financial Planning team to deliver tailored wealth management advice and build client relationships.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised financial planning.
- Benefits: Enjoy private medical insurance, life assurance, generous holidays, and a supportive work environment.
- Other info: Diverse and inclusive workplace committed to supporting all employees' potential.
- Why this job: Accelerate your career while helping clients achieve their financial goals with expert guidance.
- Qualifications: Level 4 qualification or above in finance, with strong communication and client service skills.
The predicted salary is between 70000 - 90000 £ per year.
Office Location: Bristol (Portwall Place)
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
What will you be doing? We’re seeking a talented individual to join our Financial Planning team in Bristol. As part of a large, highly successful FP team you will have all of the support and resources to really accelerate your career, plus work with some of the largest clients. If you are able to generate new business and are ambitious to grow then we would love to speak to you.
- 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.
- As a Financial Planner, your responsibilities will include among others:
- 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 understanding 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).
Qualifications Skills & Experience
To be successful in this role, you should:
- Have the 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 service.
- Ability to work under pressure and to prioritise work.
- Excellent communication skills both written and verbal.
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
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
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- 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. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Bristol-Based Senior Financial Planning Director employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Bristol, offering a dynamic work environment where passionate professionals thrive. With a strong focus on employee growth, the company provides extensive resources and support for career advancement, alongside a comprehensive benefits package that includes private medical insurance and generous holiday allowances. The inclusive culture fosters diversity and encourages collaboration, ensuring that every team member feels valued and empowered to achieve their full potential.
StudySmarter Expert Advice🤫
We think this is how you could land Bristol-Based Senior Financial Planning Director
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the financial planning sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to people on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for interviews like a pro! Research Evelyn Partners thoroughly, understand their values, and think about how your skills align with their mission. We want to see your passion for helping clients achieve their financial goals, so come ready to share your ideas and experiences.
✨Tip Number 3
Showcase your expertise! Bring along examples of your past successes in financial planning during interviews. Whether it’s a case study or a client testimonial, we love to see how you’ve made a difference in your previous roles. It’s all about demonstrating your value!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation for the opportunity. It’s a great way to reinforce your interest in the role and keep you top of mind. Plus, it shows us that you’re proactive and genuinely interested in joining our team!
We think you need these skills to ace Bristol-Based Senior Financial Planning Director
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Financial Planning Director role. Highlight your achievements in client relationship management and financial planning to show us you’re the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Communication Skills:Since excellent communication is key in this role, ensure your written application is clear and concise. Avoid jargon and make it easy for us to see how you can effectively communicate complex financial concepts to clients.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Numbers
As a Senior Financial Planning Director, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive decisions in the past. This shows you can back your advice with solid evidence.
✨Tailor Your Approach
Evelyn Partners values personalised advice, so think about how you can tailor your responses to reflect this. Prepare examples of how you've adapted your strategies to meet individual client needs, showcasing your ability to build trusted relationships.
✨Showcase Your Communication Skills
Effective communication is crucial in this role. Practice explaining complex financial concepts in simple terms. During the interview, focus on clarity and confidence in your responses, as this will highlight your ability to connect with clients.
✨Demonstrate Your Client-Centric Mindset
Evelyn Partners prioritises client service, so come prepared with stories that illustrate your commitment to client satisfaction. Discuss how you've handled challenging situations or complaints, and how you turned them into opportunities for growth.
