Financial Planner

evelyn Partners; Sworton Heath; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Knutsford is looking for an ambitious Financial Planner to join their team. You will be responsible for building and developing trusted relationships with HNW clients while delivering personalized financial planning and wealth management advice. The ideal candidate will have a few years of proven experience in financial planning and a desire to generate new business. Your responsibilities will include executing business plans, maintaining client records, and ensuring client satisfaction to foster long-term relationships.

Qualifications

• A couple of years of proven Financial Planning experience.
• Ability to generate new business focusing on HNW clients.
• Competence in delivering tailored financial advice.

Responsibilities

• Look after and support client needs.
• Execute the annual Business Plan.
• Build and maintain client relationships.
• Structure and lead client meetings professionally.
• Ensure clients receive the right advice for their financial objectives.
• Undertake annual client reviews.
• Work collaboratively with Investment Management colleagues.
• Maintain accurate and up-to-date client records.
• Manage client complaints effectively.
• Undertake regular CPD for professional development.

Skills

Financial Planning experience

Client relationship management

Business development

Communication skills

Job description

We're seeking an ambitious individual to join our Financial Planning team in Knutsford. As part of a team of 6 FPs you will have a couple of years of proven FP experience already and be keen to generate new business in the region focusing on HNW clients. Your role is 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:

Responsibilities

• 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
• 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)