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- Tasks: Build trusted client relationships and deliver tailored financial planning advice.
- Company: Join Evelyn Partners, a leader in wealth management with a supportive 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: Level 4 qualification or above in financial planning and strong communication skills.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
An exciting opportunity has arisen to join our London Financial Planning team where you will be instrumental in building and developing trusted relationships with current and potential clients. Supported by a highly experienced team, you will be responsible for delivering financial planning and wealth management advice. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.
Responsibilities
- To look after and support client needs
- To execute the annual Business Plan in line with agreed individual targets
- 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 understand 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
- 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), Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
- Proven ability to deal with new and existing clients on a fee basis. Required
- Ability to understand and communicate advice practices and processes clearly and effectively. Required
- Ability to analyse client information and highlight requirements to make suitable recommendations. Required
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions. Required
- A strong ethic of client and customer service. Required
- Ability to work under pressure and to prioritise work. Required
- Excellent communication skills, both written and verbal. Required
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business. Required
About Evelyn Partners
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.
Benefits
- 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.
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Financial Planner employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨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 clients or colleagues on LinkedIn. Building relationships is key!
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could be a potential client. Have a clear, concise explanation of what you do and how you can help them with their financial goals. Make it personal and relatable!
✨Tip Number 3
Follow up! After meeting someone, send a quick message to thank them for their time and remind them of your conversation. This keeps you fresh in their mind and shows that you’re genuinely interested in helping them.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly shows your enthusiasm and commitment to joining our team at Evelyn Partners. Don’t miss out!
We think you need these skills to ace Financial Planner
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 building client relationships and delivering tailored financial advice, as this is key to what we do at StudySmarter.
Showcase Your Skills: Don’t forget to emphasise your communication skills and ability to analyse client information. We want to see how you can effectively convey complex financial strategies in a way that clients can easily understand.
Be Professional Yet Personal: While professionalism is crucial, let your personality shine through in your application. We value authenticity and want to know what makes you unique and how you connect with clients on a personal level.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This helps us keep track of your application and ensures it reaches the right people in our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends in wealth management, retirement planning, and tax efficiency. Being able to discuss these topics confidently will show that you're serious about the role.
✨Build Rapport
Since this role is all about building trusted relationships, practice how you can connect with clients. Think of ways to demonstrate empathy and understanding during the interview. Maybe even prepare a few anecdotes that highlight your relationship-building skills.
✨Tailor Your Approach
Remember, every client is unique. Be ready to discuss how you would personalise financial advice for different types of clients. Show that you can analyse client information and make tailored recommendations based on their individual needs.
✨Ask Insightful Questions
Prepare some thoughtful questions to ask your interviewers. This not only shows your interest in the role but also gives you a chance to learn more about the company culture and how they support their financial planners in achieving their goals.