Partner Financial Planning

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team in the Reading/M4 Corridor - based out of our Bracknell office. Whilst there is a requirement to go into the office from time to time it would be ideal to be based in the Reading area.

As a Partner Financial Planning, your responsibilities will include among others:

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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 Company's 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.

To contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.

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
• 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
• 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 motivate, coach and develop team members to enable them to achieve their responsibilities and accountabilities as documented in their job profiles and Business Plans, taking into account business specialisms and development areas
• Team Heads only
  * Undertakes supervision of direct reports, ensuring T&C regulations and Evelyn Partners suitability processes are adhered to and all documentation requirements completed and submitted

Skills, Experience & Qualifications

• Business acumen together with experience in developing and implementing business plans Required
• Proven track record of successful business development Required
• Proven ability to deal with new and existing clients on a fee basis Required
• Ability to understand and communicate advice practices and processes clearly and effectively. Required
• Ability to analyse client information and highlight requirements to make suitable recommendations Required
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required
• A strong ethic of client and customer service Required
• Ability to work under pressure and to prioritise work Required
• Excellent communication skills both written and verbal Required
• Proven…