Associate Financial Planning
Share
Job Location:
Birmingham - UK
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Purpose
To work in conjunction with the Financial Planning team and in particular a senior Partner to maintain and build trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice - including interactive cashflow.
Qualifications :
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
- To ensure clients have the right advice to achieve their financial objectives
- 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 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
Skills Experience & Qualifications
- 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
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required
- A strong ethic of client service Required
- Ability to work under pressure and to prioritise work Required
- Excellent communication skills both written and verbal Required
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
Additional Information :
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 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.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
About Company
Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trus ... View more
