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- Tasks: Build trusted client relationships and deliver tailored financial planning advice.
- Company: Evelyn Partners, a leading UK wealth management firm with a passionate team.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Join a dynamic team focused on personal development and client success.
- Why this job: Make a real impact by helping clients achieve their financial goals with confidence.
- Qualifications: Experience in financial planning and strong relationship-building skills.
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. As a Partner Financial Planning, your responsibilities will include among others:
- 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.
Qualifications Key Responsibilities
- To look after and support client needs.
- 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 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.
Senior Financial Planning Partner | Hybrid Work Model employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planning Partner | Hybrid Work Model
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You never know when you’ll meet someone who could help you land that dream job. Have a clear, concise summary of your skills and what you bring to the table ready to go. Make it personal and relatable – show them why you’re the right fit for the role.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. Mention something specific from your conversation to remind them of your chat and reinforce your interest in the position. It shows you’re proactive and genuinely interested.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented individuals like you. Keep an eye on our listings and make sure your application stands out by tailoring it to the specific role and showcasing your relevant experience.
We think you need these skills to ace Senior Financial Planning Partner | Hybrid Work Model
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Senior Financial Planning Partner role. Highlight your expertise in financial planning and client relationship management, as these are key to what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how you can contribute to our mission of providing personalised advice. Be genuine and let your personality come through.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your ability to build client relationships and deliver tailored financial advice. Numbers and examples speak volumes, so don’t hold back!
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 you’re keen to join our team at StudySmarter!
How to prepare for a job interview at SW Group
✨Know Your Stuff
Make sure you brush up on financial planning concepts and the latest trends in wealth management. Familiarise yourself with Evelyn Partners' approach to client relationships and their strategic goals. This will show that you're not just interested in the role, but also in how you can contribute to their mission.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Share relevant experiences that highlight your ability to develop trusted relationships with clients. Remember, they want to see if you can fit into their team and culture, so be personable and engaging!
✨Ask Insightful Questions
Prepare thoughtful questions that demonstrate your understanding of the company and the role. Inquire about their approach to client reviews or how they ensure advice is tailored to individual needs. This shows you're proactive and genuinely interested in how you can add value.
✨Showcase Your Team Spirit
Evelyn Partners values collaboration, so be ready to discuss how you've worked effectively in teams before. Highlight any experiences where you've motivated or coached others, as this aligns with their emphasis on developing team members and contributing to the wider business.