Financial Planner


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



Employment type



Full time

Closing date



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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