Evelyn Partners
Wealth Management
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.
Achieve financial objectives; Minimise client attrition
Industry & Context.
Analyse client information; Make suitable recommendations
What They're Looking For.
Must Have
Relevant level 4 qualification or above, Statement of Professional Standing, Deal with new and existing clients on a fee basis, Operate within a risk management framework
Nice to Have
Aspiring for Level 7
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
technically accurate advice
Ensure clients have the right advice
Consider impact of retirement planning
Consider impact of inheritance
Consider impact of tax efficiency
Ensure client reviews are undertaken annually
Work in partnership with Investment Management
Work in partnership with Professional Services
Keep comprehensive client records
Ensure client records are accurate and up to
How You'll Work.
Team & Collaboration
Investment Management colleagues; Professional Services colleagues
Communication Scope
Communicate advice practices; Communicate financial planning strategies
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