Job Description What will you be doing?
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.
Paul Heslop, our Managing Partner of Evelyn Partners for our South East region, has recorded an audio clip which brings this role to life.
Paul also shares what he believes makes Evelyn Partners a great place to work and what you can expect as a part of our team.
Click here to listen.
Some of your responsibilities will be to Assign tasks and responsibilities to team members Monitoring team performance; mentoring, managing and supporting staff Team Leading Executing the annual Business Plan in line with agreed individual targets Building 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 Ensuring clients have the right advice to achieve their financial objectives, while understand 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 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: Holds a minimum of a relevant Level 4 qualification in Financial Planning or equivalent and aspiring towards becoming Chartered Previous experience within a Financial Planning / Advisory role to HNW Private clients Experience of people management as a Team Leader / Manager Experience of managing staff workload; providing mentoring and support Performance management Excellent communication skills, both written and verbal Relationship Management skills Qualifications Holds a level 4 qualification in CII Financial Planning or equivalent aspiring for Chartered 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