Financial Planner

Job Purpose

This is an exciting opportunity to work within a large team of 10-15 Financial Planners in our Bristol office, giving financial planning & wealth management advice virtually via video / phone.  This is an ideal first time FP role  where you will get the opportunity to learn & develop quickly from senior leaders.  

As Financial Planner, your responsibilities will include among others:-

• Looking after and supporting client needs
• Executing the annual Business Plan in line with agreed individual targets
• Building 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
• Ensure clients have the right advice to achieve their financial objectives, while understanding 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
• 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
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)

Skills & Experience 

To be successful in this role, you should:-

• Have the 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 via video & telephone calls
• 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. 
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business. 

Professional Qualifications and Education

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

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.