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For Companies At a Glance
- Tasks: Build trusted relationships and deliver tailored financial planning advice to clients.
- Company: Evelyn Partners, a leading UK wealth management firm focused on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact by helping clients achieve their financial goals with confidence.
- Qualifications: Level 4 qualification or above in finance and strong communication skills.
- Other info: Dynamic role with opportunities for growth and continuous learning in the finance sector.
The predicted salary is between 36000 - 60000 £ per year.
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 Purpose
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.
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.
- 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.
- 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).
Team Heads Only
Undertakes supervision of direct reports, ensuring T&C regulations and Evelyn Partners suitability processes are adhered to, and all documentation requirements completed and submitted.
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.
Financial Planner in London employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in London
✨Tip Number 1
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 potential mentors. Building relationships can open doors that job applications alone can't.
✨Tip Number 2
Show off your expertise! When you get the chance to chat with someone about financial planning, share your insights and knowledge. This not only demonstrates your skills but also helps you stand out as a passionate professional who truly understands the field.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Financial Planner. Think about how you would tailor advice to different clients and be ready to discuss your approach to building relationships. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Evelyn Partners, where we value good advice and strong client relationships.
We think you need these skills to ace Financial Planner in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your ability to build client relationships and deliver personalised advice, as these are key to what we do at Evelyn Partners.
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 mission of providing good advice. Be genuine and let your personality come through!
Showcase Your Communication Skills: Since excellent communication is crucial for this role, make sure your written application is clear and concise. Avoid jargon and keep it professional yet approachable – we want to see how you can connect with clients through your writing.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to the right people. Plus, you’ll find all the details you need about the role and our company culture there!
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 and be ready to discuss how you can apply them to help clients achieve their goals. This shows that you're not just knowledgeable but also passionate about the field.
✨Build Rapport
Evelyn Partners values strong relationships, so practice building rapport during your interview. Use active listening skills and ask insightful questions about the company’s approach to client relationships. This will demonstrate your commitment to understanding client needs.
✨Showcase Your Communication Skills
As a Financial Planner, clear communication is key. Prepare to explain complex financial concepts in simple terms. You might even want to role-play a client meeting scenario to showcase your ability to convey advice effectively and tailor it to individual client situations.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ethical judgement. Think of examples from your past experiences where you successfully navigated client challenges or made tough decisions. This will highlight your ability to work under pressure and prioritise client needs.
