At a Glance
- Tasks: Build strong client relationships and deliver tailored financial planning advice.
- Company: Join Evelyn Partners, a diverse and inclusive financial services firm.
- Benefits: Enjoy competitive salary, private medical insurance, and hybrid working options.
- Other info: Access to professional development and a supportive work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 qualification or above in finance and excellent communication skills.
The predicted salary is between 45000 - 55000 £ per year.
Job Description
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
- Build, maintain and develop strong client relationships, delivering exceptional ongoing service to meet client needs, minimizing attrition and generating new business opportunities through referrals and introductions.
- Deliver tailored financial planning advice and lead professional client meetings, ensuring recommendations are technically accurate, compliant and aligned to clients’ financial objectives, retirement plans, inheritance considerations and tax efficiency needs.
- Conduct regular client reviews, adapting strategies in line with changing circumstances, risk profiles and long-term financial goals.
- Collaborate effectively with Investment Management, Professional Services colleagues, and Centres of Influence (COIs) to strengthen client relationships and create business development opportunities.
- Manage and maintain the New Business Pipeline (NBP) and client records, ensuring all information, valuations, and documentation are accurate, current, and compliant with Group policies.
- Uphold high professional and regulatory standards by resolving client issues promptly, striving for zero complaints, and undertaking continuous professional development (CPD) to maintain and enhance technical expertise.
Qualifications
Skills, Experience & Qualifications
- Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
- 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 service
- Ability to work under pressure and to prioritise work
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Excellent communication skills
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
- 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.
Financial Planner in Manchester employer: Smart Recruiters
Evelyn Partners is an exceptional employer that prioritises employee well-being and professional growth, offering a competitive salary, private medical insurance, and a generous holiday package. Our inclusive work culture fosters diversity and collaboration, ensuring that all team members feel valued and supported in their roles. With opportunities for hybrid working and a commitment to continuous development, we empower our associates to build meaningful client relationships while achieving their career aspirations in the heart of the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
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We think you need these skills to ace Financial Planner in Manchester
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 Smart Recruiters
✨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 Smart Recruiters.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Smart Recruiters 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.
