Senior Financial Planner & Trusted Advisor

SmartRecruiters, Inc.; Bracknell; On-site; GBP 60,000 - 90,000; Full time

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 in the United Kingdom is seeking a Financial Planner to build trusted relationships with current and prospective clients and deliver personalised wealth management advice. You will work within the context of the agreed Business Plan, acting as an ambassador for the company and ensuring advice is suitable, tailored and compliant with policies and requirements.

The role involves planning client meetings, developing ongoing client relationships, and contributing to the growth of the

Qualifications

• 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 holistic financial planning strategies

Responsibilities

• To look after and support client needs
• To plan, implement and execute the annual Business Plan in line with agreed individual expectations
• To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition
• 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 considering retirement planning, inheritance, and tax efficiency for individual clients

Job description

Evelyn Partners in the United Kingdom is seeking a Financial Planner to build trusted relationships with current and prospective clients and deliver personalised wealth management advice. You will work within the context of the agreed Business Plan, acting as an ambassador for the company and ensuring advice is suitable, tailored and compliant with policies and requirements.

The role involves planning client meetings, developing ongoing client relationships, and contributing to the growth of the