Associate Financial Planning

Job Description

Job Purpose

To work in conjunction with the Financial Planning team to build and develop trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice.

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

Qualifications

Skills, Experience & Qualifications

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
• Ability to deal with new and existing clients on a fee basis 
• Ability to understand and communicate advice practices and processes clearly and effectively 
• 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
• Excellent communication skills, 

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.