At a Glance
- Tasks: Build trusted client relationships and deliver tailored financial planning advice.
- Company: Evelyn Partners, a leader in UK wealth management with a passionate team.
- Benefits: Private medical insurance, life assurance, pension contributions, and generous holiday package.
- Other info: Opportunities for mentoring and professional development in a supportive environment.
- Why this job: Make a real impact by helping clients achieve their financial goals with confidence.
- Qualifications: Experience in client relations and strong communication skills required.
The predicted salary is between 50000 - 60000 € 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 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. Be strategically aligned to the Company's goals and objectives and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market.
Key Responsibilities
- To look after and support client needs
- To plan, implement and execute the annual Business Plan in line with agreed individual expectations
- 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)
- Assist in the induction, mentoring and development of new Financial Planners
- Actively participate in projects when required
Skills, Experience & Qualifications
- 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 both written and verbal
- Ability to mentor, train and develop adviser colleagues
- Extensive 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
Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
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
Financial Planner in Bristol employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Bristol, offering a vibrant work culture that prioritises employee growth and development. With a strong focus on personalised client relationships and a commitment to professional excellence, employees benefit from comprehensive training opportunities, competitive benefits including private medical insurance and generous holiday packages, and a supportive environment that encourages collaboration and innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Bristol
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the financial planning field. Attend industry events, join relevant groups on social media, and don’t be shy about reaching out to people for informational chats. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You need to be able to clearly communicate your skills and how you can help clients achieve their financial goals. Role-play with a friend or mentor to refine your approach. Remember, confidence is contagious, and we want to make a great first impression!
✨Tip Number 3
Follow up after meetings! Whether it’s a casual coffee chat or a formal interview, sending a quick thank-you note can set you apart. It shows you’re genuinely interested and helps keep you top of mind. Plus, it’s a great way to reinforce your commitment to client relationships.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way. Plus, applying directly shows your enthusiasm for joining our team at Evelyn Partners. Let’s get you started on this exciting journey together!
We think you need these skills to ace Financial Planner in Bristol
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Financial Planner role. Highlight your experience in wealth management and client relationships, as this is what we’re all about at Evelyn Partners.
Showcase Your Skills:Don’t just list your qualifications; demonstrate how your skills align with our needs. Talk about your ability to analyse client information and provide tailored advice, as that’s key to our success.
Be Professional Yet Personal:While we love a professional tone, don’t forget to let your personality shine through. We value passionate professionals who can build trusted relationships, so show us who you are!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows your enthusiasm for joining our team at Evelyn Partners.
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends in wealth management, investment strategies, and client relationship management. Being able to discuss these topics confidently will show that you're serious about the role.
✨Tailor Your Approach
Evelyn Partners values personalised advice, so think about how you can demonstrate this in your interview. Prepare examples of how you've tailored financial solutions for clients in the past, and be ready to discuss how you would approach new client relationships.
✨Showcase Your Communication Skills
As a Financial Planner, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms. During the interview, focus on being articulate and engaging, as this will reflect your ability to connect with clients.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company’s goals, team dynamics, and client engagement strategies. This not only shows your interest but also helps you assess if the company aligns with your career aspirations.
