Bestinvest Coach & Team Leader

Evelyn Partners; Bristol; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in the United Kingdom is seeking a Bestinvest Coach & Team Leader in Bristol. In this full-time role, you will support and educate clients on key financial concepts and lead a coaching team to enhance client experience. Successful candidates will have a Level 4 Diploma and strong client-facing communication skills. This position offers a competitive salary, private medical insurance, and a hybrid working model depending on role requirements.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Ability to gather soft and hard facts from clients through effective questioning.
• Versatility to adapt communication style to different client types.
• Building relationships internally to enhance client experience.

Responsibilities

• Contact referred clients within agreed Service Levels Agreement.
• Coaching clients on financial planning and investment topics.
• Manage coaching team members and monitor KPIs.
• Lead training programs for new joiners.
• Ensure CPD is on track and conduct reviews.

Skills

Client-facing communication skills

Technical financial planning knowledge

Interpersonal skills

Organizational skills

Education

Level 4 Diploma qualified (Dip PFS) or equivalent

Job description

What will you be doing

We’re seeking a talented individual to join our team in Bristol. As a Bestinvest Coach & Team Leader you’ll 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

• 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.
• 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.
• 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