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For Companies At a Glance
- Tasks: Support clients in achieving their financial goals and build lasting relationships.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a passionate team.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Strong communication skills and a passion for finance.
- Other info: Dynamic team atmosphere with opportunities for career advancement.
The predicted salary is between 28800 - 48000 £ 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 Newcastle-upon-Tyne, to work in conjunction with the Financial Planning team to build and develop trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice.
As an Associate Financial Planner, your responsibilities will include among others:
- 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
- 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
Associate Financial Planner in England employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner in England
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, or even hit up LinkedIn. The more connections you make, the better your chances of landing that Associate Financial Planner role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself to someone who could help you land a job. Keep it concise and focus on what makes you a great fit for the role at Evelyn Partners.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the position. It’s a simple way to keep you top of mind for the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing applications come directly from candidates who are genuinely interested in joining our team. Plus, it shows you’re proactive and keen on being part of the Evelyn Partners family.
We think you need these skills to ace Associate Financial Planner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Financial Planner role. Highlight relevant experience and skills that align with what we’re looking for, like client relationship management and financial planning expertise.
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 Skills: In your application, don’t just list your skills—show us how you’ve used them in real situations. Whether it’s building client relationships or delivering financial advice, give us examples that demonstrate your capabilities.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge before the interview. Understand the key concepts of wealth management and be ready to discuss how you can help clients achieve their financial goals. This shows that you're not just interested in the role, but that you genuinely understand what it entails.
✨Build Rapport with Your Interviewers
Since this role involves building relationships with clients, it's crucial to demonstrate your interpersonal skills during the interview. Be friendly, listen actively, and engage with your interviewers. Show them that you can connect with people, as this is a big part of being an Associate Financial Planner.
✨Prepare Questions About the Company
Research Evelyn Partners and come prepared with insightful questions about their approach to client relationships and financial planning. This not only shows your interest in the company but also gives you a chance to assess if their values align with yours.
✨Showcase Your Problem-Solving Skills
Be ready to discuss past experiences where you've successfully resolved client issues or improved processes. Use specific examples to illustrate your problem-solving abilities, as this will highlight your potential to handle client complaints and ensure satisfaction.
