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 Birmingham. The team is responsible for building & developing 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.
Responsibilities
Looking after and supporting client needs
Planning, implementing and executing the annual business plan in line with agreed individual expectations
Building 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
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
Ensuring client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
Working in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
Building and maintaining 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
Striving 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 (for the wider benefit of the Group)
Skills & Experience
Have the proven ability to deal with new and existing clients on a fee basis
Have the ability to understand and communicate advice practices and processes clearly and effectively.
Analyse client information and highlight requirements to make suitable recommendations
Possess the technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
Have a strong ethic of client and customer service and work well under pressure / prioritise work
Excellent communication skills both written and verbal
Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
Professional Qualifications And Education
Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing, Chartered Status preferred
Benefits
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.
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