Financial Planner

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.

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.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

What the role entails: 

• 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.

Key Responsibilities

• To look after and support client needs
• To execute the annual Business Plan in line with agreed individual targets
• 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 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
• 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 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
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential.

Key Skills and Experience

• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client service • Ability to work under pressure and to prioritise work
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Excellent communication skills both written and verbal
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing 
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client and customer service
• Ability to work under pressure and to prioritise work
• Experience of business development to external markets
• Experience of relationship management with internal and external stakeholders. 
• Excellent communication skills, both written and verbal 

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.