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- Tasks: Build trusted relationships and deliver tailored financial planning advice to clients.
- Company: Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact by helping clients achieve their financial goals with expert guidance.
- Qualifications: Level 4 qualification or above in finance and strong client communication skills.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Financial Planner
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
Job Purpose
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.
Key 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
- To 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 maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date
- To 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
- To 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)
Skills, Experience & Qualifications
- 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
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
Additional Information
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 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 | London, UK employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner | London, UK
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for introductions. Building relationships can open doors that a CV just can’t.
✨Tip Number 2
Prepare for interviews by researching the company and its values. At Evelyn Partners, they value personalised advice, so think about how you can demonstrate your understanding of client needs and your approach to financial planning.
✨Tip Number 3
Practice your pitch! You’ll want to clearly communicate your experience and how it aligns with the role. Make sure you can articulate your past successes in building client relationships and delivering tailored financial advice.
✨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 joining the team at Evelyn Partners.
We think you need these skills to ace Financial Planner | London, UK
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 role of a Financial Planner. 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 relationships in the past. We love hearing about your personal touch and how you’ve made a difference for clients.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to communicate your qualifications and experiences. We appreciate clarity as much as you do!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around investment management and wealth strategies. Be ready to discuss how you can tailor advice to meet individual client needs, as this is crucial for the role.
✨Build Rapport
Since building trusted relationships is key, practice your interpersonal skills. Think about how you can connect with clients during the interview. Show that you understand their concerns and can communicate effectively.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've successfully navigated client challenges in the past. Highlight your ability to analyse information and provide tailored recommendations, as this will showcase your suitability for the role.
✨Stay Updated
Familiarise yourself with current trends in financial planning and any recent regulatory changes. This shows your commitment to continuous professional development and ensures you can provide the most relevant advice to clients.