Associate Financial Planning Bestinvest Coach & Team Leader
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Job Location:
Monthly Salary:
Posted on:
9 hours ago
Vacancies:
1 Vacancy
Job Summary
What will you be doing
Were seeking a talented individual to join our team in Bristol. As an Associate Financial Planning Bestinvest Coach & Team Leader youll be supporting both existing and prospective clients. You will educate clients on key concepts such as goal setting account structure taxation risk and investment choices. With your input clients will feel more empowered to make decisions for themselves to reach their goals. For those clients who feel more than coaching is required or have more highly detailed needs youll identify opportunities to refer into our Evelyn Partners Financial planning and Investment management colleagues.
As Associate Financial Planning Bestinvest Coach & Team Leader your responsibilities will include among others:
Coaching responsibilities:
- Contacting referred clients/prospects within agreed Service Levels Agreement to arrange a suitable appointment.
- Coaching both existing and prospective clients on a wide range of financial planning and investment topics ensuring completion of all relevant Continued Professional Development to develop knowledge and skills to be able to provide technical support to clients and colleagues
Team Head responsibilities:
- Line management of the coaching team members complete mid and year end appraisals and update and monitor coaches KPIs
- Manage the teams MI for management reporting
T&C Supervisor responsibilities:
- Lead the 4 week training programme for new joiners ensure all mandatory learning is completed on time complete monthly call observations and provide the coaches feedback
- Ensure CPD is on track and review/audit at year end
Qualifications :
Skills and Experience
To be successful in this role you should:
- Level 4 Diploma qualified (Dip PFS) or equivalent
- The ability to operate in a client facing role gathering both soft and hard facts through a combination of open and closed questions whilst remaining personable
- Technical knowledge and the ability to communicate a wide range of holistic financial planning topics
- Versatility to amend your approach when communicating to different types of clients from those who are new to investing to more financially sophisticated clients
- Building internal relationships with colleagues creating a network of contact points to offer a collaborative way of working to enhance client experience
- A combination of communication interpersonal and organisational skills alongside qualities like empathy problem-solving and integrity that make a great Team Leader
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
