Evelyn Partners
Financial Services
FinancialPlanner
“Financial Planner at Evelyn Partners. Skills: Financial planning, Wealth management, Client relationships. Look after and support client needs. Execute the annual Business Plan”
What You'll Achieve.
Deliver new instructions and referrals as a result of satisfied clients
Industry & Context.
Analyse client information; Highlight requirements
What They're Looking For.
Must Have
Relevant level 4 qualification or above, 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 ethic of client and customer service, Ability to work under pressure and to prioritise work, Experience of operating within a risk management framework
Nice to Have
Aspiring for Level 7 qualification
What You'll Do.
Look after and support client needs
Execute the annual Business Plan
Build new client relationships
Maintain and develop existing client relationships
Deliver new instructions and referrals
Structure and lead client meetings
Ensure all information and advice provided is up
Ensure clients have the right advice to achieve
Understand and considering the impact of factors such
Ensure client reviews are undertaken at least annually
Work in partnership with Investment Management colleagues
Work in partnership with Professional Services colleagues
Ensure comprehensive client records are kept
Ensure client records are accurate and up to
How You'll Work.
Team & Collaboration
Investment Management colleagues; Professional Services colleagues
Communication Scope
Client communication; Verbal communication; Written communication
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