At a Glance
- Tasks: Build and nurture client relationships while delivering tailored financial advice.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy competitive salary, private medical insurance, and a hybrid working model.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Business acumen and experience in client relationship management required.
The predicted salary is between 75600 - 92400 £ per year.
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 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.
- Be strategically aligned to the Company's goals and objectives, and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market.
- To contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.
Key Responsibilities
- To look after and support client needs.
- To plan, implement and 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.
- To build and maintain COIs to initiate and nurture close relationships with professional advisers.
- 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).
- Contribute to the business development design and implementation initiatives across the location, working with Managing Partners, Regional Managing Partners and key stakeholders to deliver positive outcomes.
Qualifications
- Skills, Experience & Qualifications
- Business acumen together with experience in developing and implementing business plans - Required.
- Proven track record of successful business development - Required.
- 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.
- Proven ability in mentoring, training and developing adviser colleagues - Required.
- Extensive 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 6 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.
Summary
- Type: Full-time
- Function: Finance
- Experience level: Associate
- Industry: Financial Services
Partner, Asset Management in London employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Partner, Asset Management in London
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We think you need these skills to ace Partner, Asset Management in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
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How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
