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- Tasks: Support clients with tailored financial planning and build strong relationships.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy competitive salary, private medical insurance, and hybrid working options.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a desire to learn about financial planning.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
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.
An exciting opportunity has arisen to join the Bracknell Financial Planning team, supporting a Senior Client Partner. You will gain a high level of exposure to clients and work very closely alongside the Partner.
Key Responsibilities:- To look after and support client needs - supporting the Senior Client Partner.
- 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.
- To ensure clients have the right advice to achieve their financial objectives.
- 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 colleagues to develop client relationships.
- 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.
- Ability to deal with new and existing clients on a fee basis.
- Ability to understand and communicate advice practices and processes clearly and effectively.
- 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.
- Desired - Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing.
As a colleague here at Evelyn Partners, you will have access to benefits that include: competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model (role dependent), generous holiday package, option to purchase additional holiday, and 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.
Associate Financial Planner in Bracknell employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner in Bracknell
✨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 on LinkedIn. 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 potential employers or clients, make sure you can clearly communicate your skills and what you bring to the table. A confident, tailored pitch can make all the difference.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can keep you fresh in their minds. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you at StudySmarter. It’s the best way to ensure your application gets seen by the right people. Plus, you’ll be part of a team that values your growth and success!
We think you need these skills to ace Associate Financial Planner in Bracknell
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills and experiences align with the Associate Financial Planner role. We want to see how you can bring value to our team at Evelyn Partners!
Showcase Your Client Relationship Skills: Since building trusted relationships is key in this role, share examples of how you've successfully managed client interactions in the past. We love hearing about your experiences that demonstrate your strong client service ethic.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to communicate your qualifications and experiences, as we appreciate effective communication skills in our candidates.
Apply Through Our Website: We encourage you to submit your application through our website for a smoother process. It’s the best way for us to receive your details and get you started on your journey with Evelyn Partners!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the key concepts and strategies that are relevant to the role of an Associate Financial Planner. Be ready to discuss how you would tailor advice to meet clients' needs, as this is crucial for building trust.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully built and maintained client relationships in the past. Think about specific situations where you went above and beyond to meet a client's needs, as this will demonstrate your strong ethic of client service.
✨Practice Your Communication
Since excellent communication skills are a must, practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable articulating your thoughts clearly and effectively.
✨Be Ready for Scenario Questions
Expect questions that put you in real-life scenarios, such as handling a dissatisfied client or prioritising multiple tasks under pressure. Think through your responses ahead of time so you can showcase your problem-solving skills and ability to work under pressure.
