Partner Financial Planning in Reading

Responsibilities

• Look after and support client needs
• Build new client relationships and maintain and develop existing client relationships through effective ongoing service to 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 (Team Heads only)

Qualifications

• Undertakes supervision of direct reports ensuring T&C regulations and suitability processes are adhered to and all documentation requirements completed and submitted
• Holds a relevant Level 4 qualification or above (aspiring for Level 7) and maintains an up‑to‑date Statement of Professional Standing
• Business acumen together with experience in developing and implementing business plans
• Proven track record of successful business development
• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively
• Ability to analyse client information and highlight requirements to make suitable recommendations
• Technical / product knowledge and effective communication of wide‑ranging holistic financial planning strategies & solutions
• A strong ethic of client and customer service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal
• Proven ability in mentoring, training and developing adviser colleagues
• 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

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

Equal Opportunity Statement

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 were 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.