Senior Financial Planner & Wealth Strategy Lead

Evelyn Partners; Liverpool; On-site; GBP 42,000 - 70,000; 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 client-focused financial planning adviser to build and develop trusted relationships with current and prospective clients. You will deliver tailored financial planning and wealth management advice within a compliant framework, aligning recommendations to each client’s goals and tax considerations.

As part of a collaborative team, you will lead client reviews, manage risk, and support business development through referrals, maintaining accurate

Qualifications

• Holds a relevant Level 4 qualification or above and maintains an up-to-date 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 knowledge and effective communication of holistic financial planning strategies and solutions.
• Strong client service ethic and ability to work under pressure.
• Experience within a risk management framework and private client advisory environment.

Responsibilities

• Build, maintain and develop strong client relationships, delivering ongoing service and generating new opportunities.
• Deliver tailored financial planning advice and lead professional client meetings with technically accurate recommendations.
• Conduct regular client reviews and adapt strategies to changing circumstances and goals.
• Collaborate with Investment Management and COIs to strengthen relationships and opportunities.
• Manage and maintain the New Business Pipeline and client records in line with policies.
• Uphold high professional standards, resolve issues promptly and maintain CPD.

Skills

Client relationships

Fee-based advice

Communication skills

Financial planning

Analytical ability

Regulatory compliance

CPD commitment

Education

Level 4 qualification or above

Job description

Evelyn Partners in the United Kingdom is seeking a client-focused financial planning adviser to build and develop trusted relationships with current and prospective clients. You will deliver tailored financial planning and wealth management advice within a compliant framework, aligning recommendations to each client’s goals and tax considerations.

As part of a collaborative team, you will lead client reviews, manage risk, and support business development through referrals, maintaining accurate