Associate Financial Planner

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

Job Purpose

An exciting opportunity has arisen to join the Bracknell Financial Planning team, supporting a Senior Client Partner.  You will gain a hi-level of exposure to clients and work very closely alongside the Partner.    

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.

Qualifications

Key Responsibilities

• To look after and support client needs - supporting the Senior Client Partner
• 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
• To ensure clients have the right advice to achieve their financial objectives
• 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 colleagues to develop client relationships
• 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 strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution

Skills, Experience & Qualifications

• Ability to deal with new and existing clients on a fee basis Required
• Ability to understand and communicate advice practices and processes clearly and effectively Required
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required
• A strong ethic of client service Required
• Ability to work under pressure and to prioritise work Required
• Excellent communication skills, both written and verbal Required

Professional Qualifications and Education

• Desired - Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing 

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.