At a Glance
- Tasks: Build relationships and deliver tailored financial planning advice to clients.
- Company: Evelyn Partners, a leading UK wealth management firm.
- Benefits: Flexible working, professional development, and a supportive team environment.
- Other info: Join a dynamic team with opportunities for growth and learning.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Strong communication skills and a passion for finance.
The predicted salary is between 60000 - 80000 € 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 Description
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.
Key Responsibilities
- Build and develop trusted relationships with current and potential clients.
- Deliver Financial Planning and Wealth Management advice.
- Work within the context of an agreed business plan.
- Ensure all advice given to clients is suitable, tailored and personalised and in line with advice and control policies.
- Be strategically aligned to the company's goals and objectives, act as ambassadors for the company at all times and have 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.
- 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 employer: SW Group
Evelyn Partners is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development within the wealth management sector. Located in the vibrant Reading/M4 Corridor, our Bracknell office fosters collaboration and innovation, providing employees with the opportunity to build meaningful client relationships while receiving tailored support and training. With a commitment to placing the power of good advice into more hands, we empower our team to thrive and make a significant impact in clients' lives.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Financial Planning
✨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’ll want to be able to clearly articulate your skills and how they align with the role of Partner Financial Planning. We suggest rehearsing with a friend or in front of a mirror until you feel confident. Remember, first impressions count!
✨Tip Number 3
Research the company inside out. Understand Evelyn Partners’ values, mission, and recent developments. This will not only help you tailor your conversations but also show that you’re genuinely interested in being part of their team. We love seeing candidates who are well-prepared!
✨Tip Number 4
Follow up after interviews! A simple thank-you email can go a long way. It shows your appreciation for the opportunity and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role. We always appreciate a little extra effort!
We think you need these skills to ace Partner Financial Planning
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for financial planning and wealth management shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients achieve their financial goals.
Tailor Your Application:Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the role. Highlight your ability to build relationships and deliver personalised advice, as these are key to our success at StudySmarter.
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language and avoid jargon where possible. We appreciate candidates who can communicate effectively, as this is crucial in our client interactions.
Apply Through Our Website:We encourage you to submit your application directly through our website. This ensures that your application gets to the right people quickly and helps us keep track of all applicants efficiently. Plus, it’s super easy!
How to prepare for a job interview at SW Group
✨Know Your Stuff
Before the interview, make sure you understand the key responsibilities of the Partner Financial Planning role. Familiarise yourself with financial planning concepts, investment management, and how they relate to client needs. This will help you demonstrate your expertise and show that you're genuinely interested in the position.
✨Build Rapport
Evelyn Partners values building trusted relationships, so practice your interpersonal skills. During the interview, be friendly and approachable. Use active listening techniques and engage with your interviewers by asking insightful questions about their experiences and the company culture.
✨Showcase Your Client-Centric Approach
Prepare examples from your past experiences where you've successfully tailored advice to meet clients' needs. Highlight how you’ve built and maintained client relationships, as this aligns with the company's focus on personalised service. Be ready to discuss how you would approach client meetings and ensure their financial objectives are met.
✨Align with Company Values
Research Evelyn Partners’ mission and values, and think about how your personal values align with theirs. Be prepared to discuss how you can contribute to their goal of providing good advice and supporting clients in making significant decisions. This will show that you’re not just looking for a job, but that you’re genuinely invested in their purpose.
