Financial Planner

Evelyn Partners; Liverpool; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Parental leave

Job summary

Evelyn Partners is seeking a Wealth Planning Adviser to build trusted client relationships and deliver tailored financial planning and wealth management advice.

The role focuses on meeting client objectives, ensuring compliance with policies, and collaborating across teams to grow opportunities while maintaining high professional standards.

Qualifications

• Experience in delivering tailored financial planning and wealth management
• Ability to discuss advice practices clearly and effectively
• Proven ability to manage new and existing clients on a fee basis
• Experience operating within a risk management framework for private client business

Responsibilities

• Build and develop trusted client relationships to deliver ongoing service
• Lead professional client meetings with tailored financial planning advice
• Conduct regular client reviews and adjust strategies as needed
• Collaborate with Investment Management, Professional Services, and COIs
• Maintain New Business Pipeline and client records compliant with policies
• Uphold professional standards and CPD to maintain expertise

Skills

Client relationships

Fee-based advice

Clear communication

Requirements analysis

Risk awareness

Work under pressure

Education

Level 4 qualification or above

Aspiring for Level 7

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

Job Purpose
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.

Key Responsibilities

• Build, maintainand develop strong client relationships, delivering exceptional ongoing service to meet client needs, minimizingattrition and generatingnew business opportunities through referrals and introductions.
• Deliver tailored financial planning advice and lead professional client meetings, ensuring recommendations are technically accurate, compliantand aligned to clients’ financial objectives, retirement plans, inheritance considerationsand tax efficiency needs.
• Conduct regular client reviews, adapting strategies in line with changing circumstances, risk profilesand long-term financial goals.
• Collaborate effectively with Investment Management, Professional Services colleagues, and Centres of Influence (COIs) to strengthen client relationships and create business development opportunities.
• Manage and maintain the New Business Pipeline (NBP) and client records, ensuring all information, valuations, and documentation are accurate, current, and compliant with Group policies.
• Uphold high professional and regulatory standards by resolving client issues promptly, striving for zero complaints, and undertaking continuous professional development (CPD) to maintain and enhance technical expertise.

Qualifications

Skills, Experience & Qualifications

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
• Proven ability to deal with new and existing clients on a fee basis
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• 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.