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Financial Planner

eFinancialCareers
Job LocationExeter
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

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 Companys 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
Qualifications To be successful in this role, you should have:
  • Qualified to a minimum of level 4, 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 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 were delivering multiple diversity, equity and inclusioninitiatives 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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