Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
We provide an award-winning service for our clients by employing the best people.
Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of:Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
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.
Some of your responsibilities will be to: Assign tasks and responsibilities to team members Monitor team performance; mentor, manage, and support staff Execute the annual Business Plan in line with agreed individual targets Build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition 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 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 be successful in this role, you should have: Previous experience within a Financial Planning / Advisory role Experience of people management as a Team Leader / Manager Experience of managing staff workload; providing mentoring and support Performance management experience Excellent communication skills, both written and verbal Relationship management skills Qualifications Holds a minimum of a relevant level 4 qualification or above within Financial Planning (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: Private medical insurance Life assurance Pension contribution 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 your needs throughout the application process.
Please let your Recruiter know.
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