Associate Director Financial Planning

Evelyn Partners

Bristol

On-site

GBP 40,000 - 60,000

Full time

14 days+

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Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking a Financial Planner in Bristol to provide personalized financial planning and wealth management advice. This role emphasizes relationship-building with clients to achieve their financial goals and includes ensuring tailored advice is provided in alignment with a defined business plan.

The ideal candidate should possess a Level 4 qualification and be able to effectively communicate complex financial strategies while managing multiple client relationships confidently.

Qualifications

Proven ability to deal with clients on a fee basis.
Ability to analyse client information for suitable recommendations.
Experience within a risk management framework.

Responsibilities

Support client needs and deliver tailored financial advice.
Execute annual Business Plan aligning with individual targets.
Build and maintain client relationships to mitigate attrition.

Skills

Client management

Financial planning knowledge

Communication skills

Ability to work under pressure

Analytical skills

Education

Level 4 qualification or above

Job description

Office Location: Bristol : Bristol (Portwall Place)

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.

Job Description

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team in Bristol. As part of a large / highly successful FP team you will have all of the support & resources to really accelerate your career, plus work with some of the largest clients. If you are able to generate new business and are ambitious to grow then we would love to speak to you.

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.

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

To look after and support client needs
To execute the annual Business Plan in line with agreed individual targets
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 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)

Qualifications

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 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 service Required
Ability to work under pressure and to prioritise work Required
Ability to understand and communicate advice practices and processes clearly and effectively. Required
Excellent communication skills both written and verbal Required
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business Required

Professional Qualifications and Education