Associate Financial Planning Bestinvest Coach & Team Leader

S&W; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Bristol is seeking an Associate Financial Planning Bestinvest Coach & Team Leader. This role involves coaching clients on financial planning, managing a coaching team, and leading training programs for new hires. The ideal candidate should have a Level 4 Diploma (Dip PFS) or equivalent, excellent communication skills, and the ability to build relationships. Benefits include a competitive salary, private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Experience in a client-facing role, gathering both hard and soft facts.
• Technical knowledge of holistic financial planning topics.
• Ability to adapt communication style to various client types.

Responsibilities

• Coaching clients on financial planning topics.
• Line management responsibilities for coaching team.
• Leading training program for new joiners.

Skills

Client-facing communication

Financial planning knowledge

Interpersonal skills

Team leadership

Problem-solving

Education

Level 4 Diploma qualified (Dip PFS) or equivalent

Job description

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 team in Bristol. As an Associate Financial Planning Bestinvest Coach & Team Leader, you will 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, you’ll identify opportunities to refer into our Evelyn Partners Financial planning and Investment management colleagues.

Responsibilities

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 KPI’s.
• 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.

Benefits

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.