Job Title : Financial Planner
Location : Hybrid remote in Birmingham+1 location
Company : Evelyn Partners
Salary :
Open Date : 2023-05-29
Close Date : 2023-09-29

Location

Birmingham

Employment type

Permanent

Hours

Full time

Closing date

01/07/2023

Description

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

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.
• 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

As a Financial Planner, some of your responsibilities will include:

• To look after and support client needs
• To plan, implement and execute the annual Business Plan in line with agreed individual expectations
• 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
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
• Assist in the induction, mentoring and development of new Financial Planners

To be successful in this role, you should:

• Qualified to a minimum of level 6, ideally Chartered Status, with extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client.
• 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 and customer service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal
• Ability to mentor, train and develop adviser colleagues

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.

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