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For Companies At a Glance
- Tasks: Support clients and deliver tailored financial planning advice alongside a Senior Client Partner.
- Company: Join Evelyn Partners, a leader in wealth management with a focus on personalised service.
- Benefits: Enjoy 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, strong communication skills, and client service ethic.
- Other info: Be part of a diverse team committed to inclusion and professional growth.
The predicted salary is between 28800 - 48000 £ per year.
About the Opportunity
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. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. 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 - 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
Qualifications & Skills
- Desired - Holds a relevant Level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
- 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
Company Overview
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
Diversity & Inclusion
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 London employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner in London
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online forums, and don’t be shy about reaching out to professionals on LinkedIn. Building relationships can lead to job opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to meet potential employers or clients, make sure to highlight your qualifications and experience. Share specific examples of how you've helped clients achieve their financial goals. This will show them you’re not just qualified, but also passionate about what you do!
✨Follow Up After Interviews
After an interview, don’t just sit back and wait! Send a quick thank-you email to express your appreciation for the opportunity. It’s a great way to keep yourself top of mind and shows that you’re genuinely interested in the role.
✨Apply Through Our Website
We encourage you to apply directly through our website for the best chance at landing that Associate Financial Planner role. It streamlines the process and ensures your application gets the attention it deserves. Plus, you’ll be one step closer to joining our awesome team!
We think you need these skills to ace Associate Financial Planner in London
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 support our Senior Client Partner and build those all-important client relationships.
Showcase Your Qualifications: If you've got a Level 4 qualification or higher, flaunt it! Let us know about your professional standing and any relevant training you've completed. This will help us see your commitment to the financial planning field.
Communicate Clearly: Your written communication skills are key in this role, so make sure your application is clear and concise. We love seeing candidates who can articulate their thoughts effectively, just like you would when advising clients.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application 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 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' specific needs.
✨Build Rapport with Your Interviewers
Since this role involves building relationships with clients, show your interpersonal skills during the interview. Practice active listening and engage with your interviewers by asking insightful questions about their approach to client relationships.
✨Demonstrate Your Client-Centric Approach
Prepare examples from your past experiences where you successfully supported clients or resolved their issues. Highlight how you prioritise client needs and ensure they receive tailored advice, as this aligns with the company's ethos.
✨Showcase Your Organisational Skills
Given the importance of maintaining accurate client records and managing the New Business Pipeline, be ready to discuss how you stay organised and manage your workload effectively. Share any tools or methods you use to keep track of client interactions and follow-ups.