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- Tasks: Lead financial planning and build strong client relationships in a dynamic team.
- Company: Evelyn Partners, a UK leader in wealth management with a focus on personalised advice.
- Benefits: Competitive salary, private medical insurance, generous holiday package, and hybrid working options.
- Why this job: Make a real impact by helping clients achieve their financial goals with expert guidance.
- Qualifications: Level 4 qualification or above in financial planning and excellent communication skills.
- Other info: Join a diverse team committed to inclusion and professional development.
The predicted salary is between 36000 - 60000 £ per year.
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 seeking a talented individual to join our Financial Planning team in Birmingham. The team is responsible for building & developing 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.
Responsibilities:
- Looking after and supporting client needs
- Planning, implementing and executing the annual business plan in line with agreed individual expectations
- Building new client relationships and maintaining and developing existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
- Structuring and leading client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
- Ensuring 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
- Ensuring client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
- Working in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
- Building and maintaining COIs to initiate and nurture close relationships with professional advisers
- Maintaining the New Business Pipeline (NBP) and ensuring all values and dates are up to date
- Ensuring comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
- Striving 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
- Ensuring 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:
- Have the proven ability to deal with new and existing clients on a fee basis
- Have the ability to understand and communicate advice practices and processes clearly and effectively
- Analyse client information and highlight requirements to make suitable recommendations
- Possess the technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
- Have a strong ethic of client and customer service and work well under pressure / prioritise work
- Excellent communication skills both written and verbal
- 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:
- Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing, Chartered Status preferred
Additional Information:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- 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.
Director Financial Planning in Birmingham employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director Financial Planning in Birmingham
✨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
Prepare for interviews by researching Evelyn Partners thoroughly. Understand their values, services, and recent news. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the role of Director Financial Planning. Highlight your ability to build client relationships and deliver tailored advice, as this is key to impressing the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the team at Evelyn Partners. Good luck!
We think you need these skills to ace Director Financial Planning in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Director Financial Planning role. Highlight your relevant experience in financial planning and wealth management, and show how you align with our mission at Evelyn Partners.
Showcase Your Skills: We want to see your communication skills shine! Use clear and concise language to demonstrate your ability to analyse client information and provide tailored advice. Remember, we value effective communication both written and verbal.
Highlight Your Client Relationships: Since building trusted relationships is key, share examples of how you've successfully managed client relationships in the past. This will help us see your potential to minimise attrition and deliver exceptional service.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Evelyn Partners
✨Know Your Numbers
As a Director of Financial Planning, you’ll need to demonstrate your expertise in financial metrics. Brush up on key financial concepts and be ready to discuss how you've used data to drive decisions in previous roles. This shows you’re not just about theory but can apply it practically.
✨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 built and maintained client relationships, ensuring that your advice was always suited to their unique needs. This will highlight your alignment with the company's ethos.
✨Showcase Your Communication Skills
Effective communication is crucial in this role. Practice articulating complex financial concepts in simple terms. During the interview, focus on how you can convey information clearly and effectively, as this will resonate well with the interviewers who are looking for someone who can connect with clients.
✨Demonstrate Strategic Thinking
Evelyn Partners is looking for someone who can align with their business goals. Be prepared to discuss how you’ve contributed to strategic planning in your past roles. Share specific examples where your insights led to successful outcomes, showcasing your ability to think ahead and plan accordingly.
