At a Glance
- Tasks: Build trusted client relationships and deliver tailored financial planning advice.
- Company: Evelyn Partners, a leading UK wealth management firm.
- Benefits: Flexible working, professional development, and a supportive team environment.
- Other info: Join a dynamic team with opportunities for growth and learning.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 36000 - 60000 € per year.
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 the Reading/M4 Corridor - based out of our Bracknell office. Whilst there is a requirement to go into the office from time to time it would be ideal to be based in the Reading area. As a Partner Financial Planning, your responsibilities will include among others:
- 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.
- To contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.
Qualifications Key Responsibilities
- To look after and support client needs.
- 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 motivate, coach and develop team members to enable them to achieve their responsibilities and accountabilities as documented in their job profiles and Business Plans, taking into account business specialisms and development areas.
Partner Financial Planning employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer, renowned for its commitment to employee development and a collaborative work culture. Located in the vibrant Reading/M4 Corridor, our Bracknell office offers a supportive environment where passionate professionals thrive, with ample opportunities for growth and the chance to make a meaningful impact in wealth management. We prioritise strong relationships, both with clients and within our team, ensuring that every member feels valued and empowered to contribute to our shared success.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Financial Planning
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone from Evelyn Partners or any other company, be ready to talk about your skills and what makes you a great fit for the role. Keep it concise and engaging – you want to leave them wanting to know more about you!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your chat and reinforce your interest in joining their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in being part of the StudySmarter family. Let’s make it happen!
We think you need these skills to ace Partner Financial Planning
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Partner Financial Planning role. Highlight your experience in building client relationships and delivering tailored financial advice, as these are key aspects of the job.
Showcase Your Expertise:Don’t shy away from showcasing your knowledge in wealth management and financial planning. Use specific examples that demonstrate how you've helped clients achieve their financial goals, as this will resonate with us at Evelyn Partners.
Be Professional Yet Personal:While we appreciate professionalism, don’t forget to let your personality shine through. We’re looking for passionate individuals who can connect with clients on a personal level, so share your story and what drives you in this field.
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’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Make sure you understand the ins and outs of financial planning and wealth management. Brush up on key concepts like retirement planning, tax efficiency, and client relationship management. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Build Rapport
Since this role involves building trusted relationships with clients, practice your interpersonal skills. During the interview, focus on connecting with your interviewers. Ask them about their experiences at the company and share relevant stories from your own background to create a personal connection.
✨Align with Company Values
Evelyn Partners places a strong emphasis on understanding client needs and providing tailored advice. Familiarise yourself with their mission and values, and be ready to discuss how your approach to financial planning aligns with their goals. This shows that you’re not just looking for any job, but that you’re genuinely interested in contributing to their success.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of your interview. This could include inquiries about team dynamics, professional development opportunities, or how they measure success in the role. Asking insightful questions demonstrates your enthusiasm and helps you gauge if the company is the right fit for you.
