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For Companies At a Glance
- Tasks: Build relationships and deliver tailored financial planning advice to clients.
- Company: Join Evelyn Partners, a UK leader in wealth management.
- Benefits: Enjoy competitive salary, private medical insurance, and hybrid working options.
- Other info: Diverse and inclusive workplace with excellent growth opportunities.
- Why this job: Make a real impact in clients' financial futures while developing your career.
- Qualifications: Experience with clients and strong communication skills are essential.
The predicted salary is between 60000 - 80000 £ per year.
We're seeking a talented individual to join our Financial Planning team in Bracknell. Experience in Reading or the M4 corridor is beneficial as you will travel to visit clients in the home counties region. Occasional visits to the Bracknell office are required, but flexibility is offered. Evelyn Partners is a UK leader in wealth management, offering personalised investment management and financial planning advice.
Responsibilities
- Build and develop trusted relationships with current and potential clients
- Deliver financial planning and wealth management advice within agreed business plans
- Look after and support client needs, maintaining existing relationships and fostering new ones to minimise attrition and generate referrals
- Execute the annual Business Plan against individual targets
- Structure and lead client meetings professionally, ensuring advice is up to date, technically correct and meets clients’ needs
- Provide advice tailored to each client, considering retirement planning, inheritance and tax efficiency
- Conduct annual client reviews in line with changing risk attitudes and strategic requirements
- Partner with Investment Management and Professional Services to develop client relationships
- Build and maintain professional adviser relationships (COIs)
- Maintain the New Business Pipeline, ensuring all key data is current
- Keep comprehensive client records accurate and up to date, in line with Group policy
- Strive for no complaints, escalating any received to the Client Resolution team promptly
- Maintain and develop knowledge and skills through CPD, holding a Level 4 or above qualification (aspiring Level 7)
Qualifications & Skills
- Proven ability to work with new and existing fee‑basis clients
- Clear communication of advice practices and processes
- Analytical skill to interpret client information and make suitable recommendations within a risk‑management framework
- Strong technical/product knowledge and ability to communicate holistic financial planning strategies and solutions
- Excellent client service ethic, ability to work under pressure and prioritise work
- Excellent written and verbal communication skills
- Knowledge of the risks and threats pertinent to a private client business
Benefits
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Diversity & Inclusion
We are proud to value the differences that a diverse workforce brings, reflecting society and our clients. Multiple employee resource groups and diversity initiatives demonstrate our commitment to inclusion. Reasonable adjustments are available throughout the application process – please let your recruiter know.
Associate Director Financial Planning in Heath employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Director Financial Planning in Heath
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join relevant groups on LinkedIn, and don’t be shy about reaching out to potential contacts. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. We recommend role-playing with a friend or using online resources to get comfortable. The more you rehearse, the more confident you'll feel when it’s time to shine!
✨Tip Number 3
Showcase your expertise! When you meet potential employers or clients, be ready to discuss your knowledge of financial planning strategies and how you've successfully managed client relationships in the past. This will help you stand out as a candidate who can deliver real value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, get your application in and let’s make some magic happen together!
We think you need these skills to ace Associate Director Financial Planning in Heath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Associate Director Financial Planning. Highlight your experience in financial planning and client relationship management, especially if you've worked in the home counties or have relevant qualifications.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for wealth management and how your skills align with our values at StudySmarter. Don’t forget to mention why you’re excited about this opportunity!
Showcase Your Client Relationship Skills: In your application, emphasise your ability to build and maintain trusted relationships with clients. Share specific examples of how you've successfully managed client needs and delivered tailored advice in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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, especially around retirement planning, inheritance, and tax efficiency. Be ready to discuss how you can tailor advice to meet client needs, as this will show your expertise and understanding of the role.
✨Build Rapport with Your Interviewers
Since building trusted relationships is key in this role, practice establishing rapport during your interview. Use active listening, ask insightful questions, and share relevant experiences that demonstrate your ability to connect with clients and colleagues alike.
✨Showcase Your Analytical Skills
Prepare to discuss how you've used analytical skills in past roles to interpret client information and make recommendations. Bring examples that highlight your ability to work within a risk-management framework, as this is crucial for the position.
✨Demonstrate Your Client Service Ethic
Be ready to talk about your approach to client service and how you handle pressure. Share specific instances where you've gone above and beyond for clients or resolved issues effectively, as this will illustrate your commitment to maintaining strong client relationships.