Job Description
Job Purpose
To work in conjunction with the Financial Planning team, and in particular a senior Partner, to maintain and build trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice - including interactive cashflow.
Qualifications
Key Responsibilities
* To look after and support client needs
* 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
* 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.