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- Tasks: Build client relationships and deliver tailored financial planning advice.
- Company: Evelyn Partners, a leader in UK wealth management.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a dynamic and collaborative workplace.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a passion for financial planning.
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.
What will you be doing?
We’re seeking a talented individual to join our Financial Planning team in the Reading/M4 Corridor - based out of our Bracknell office. Whilst there is a requirement to go into the office from time to time it would be ideal to be based in the Reading area. As a Partner Financial Planning, your responsibilities will include among others:
- Build and develop trusted relationships with current and potential clients.
- Be responsible for delivering Financial Planning and Wealth Management advice.
- 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.
- Contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.
Key Responsibilities
- Look after and support client needs.
- 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.
- 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.
- Ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements.
- Work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships.
- 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.
- Motivate, coach and develop team members to enable them to achieve their responsibilities and accountabilities as documented in their job profiles and Business Plans, taking into account business specialisms and development areas.
Partner Financial Planning | Bracknell, UK employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Partner Financial Planning | Bracknell, UK
✨Tip Number 1
Networking is key! Get out there and connect with professionals in the financial planning sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You never know when you’ll get a chance to introduce yourself to a potential employer or client. Keep it concise and focus on how your skills can help them achieve their goals. We want you to shine when the opportunity arises!
✨Tip Number 3
Research the company! Before any meeting or interview, make sure you know what Evelyn Partners stands for and how they operate. This will not only impress them but also help you tailor your approach to align with their values. We’re all about being prepared!
✨Tip Number 4
Follow up after meetings! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged. We believe that building relationships is crucial, so let’s keep those connections alive!
We think you need these skills to ace Partner Financial Planning | Bracknell, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Partner Financial Planning role. Highlight your relationship-building abilities and any relevant financial planning experience to show us you’re the right fit.
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 team. Be genuine and let your personality come through.
Showcase Your Client-Centric Approach: In your application, emphasise your commitment to understanding client needs and providing tailored advice. We want to see how you’ve successfully built relationships and delivered results for clients in the past.
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 shows us you’re keen on joining our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you understand the financial planning landscape, especially in relation to wealth management. Brush up on key concepts like retirement planning, tax efficiency, and client relationship management. This will not only help you answer questions confidently but also show your genuine interest in the role.
✨Build Rapport
Since building trusted relationships is crucial for this role, practice how you can connect with interviewers. Use examples from your past experiences where you've successfully built client relationships or worked collaboratively with colleagues. This will demonstrate your interpersonal skills and alignment with the company's values.
✨Tailor Your Approach
Prepare to discuss how you would personalise financial advice for different clients. Think about how you can adapt your communication style based on client needs and preferences. This shows that you can think strategically and are ready to put clients first, which is key for Evelyn Partners.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the company’s approach to client relationships or how they measure success in financial planning. This not only shows your enthusiasm for the role but also helps you gauge if the company is the right fit for you.