Wealth Planner: Hybrid Working & Personalised Strategy

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

Benefits offered by this job

Hybrid working model (role dependant)

Competitive salary

Private medical insurance

Pension contribution

Generous holiday package

Life assurance

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to help clients achieve their goals. We are seeking a qualified financial planner to build trusted client relationships and deliver tailored advice within a compliant framework.

You will work with Investment Management and COIs to grow the New Business Pipeline, maintain client records and uphold the highest professional standards. Hybrid working available.

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 holistic financial planning strategies & solutions
• A strong ethic of client service
• Ability to work under pressure and to prioritise work
• Excellent communication skills
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Responsibilities

• Build and maintain strong client relationships and deliver ongoing service to meet client needs
• Deliver tailored financial planning advice and lead professional client meetings
• Conduct regular client reviews and adjust strategies
• Collaborate with Investment Management, Professional Services and COIs to create business opportunities
• Maintain the New Business Pipeline and client records to ensure accuracy and compliance
• Uphold high professional standards and CPD to maintain expertise

Skills

Client relationships

Fee-based advice

Communication skills

Financial planning

Holistic planning

Risk management

Prioritisation under pressure

Excellent communication

Education

Level 4 qualification in financial planning or equivalent

Job description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to help clients achieve their goals. We are seeking a qualified financial planner to build trusted client relationships and deliver tailored advice within a compliant framework.

You will work with Investment Management and COIs to grow the New Business Pipeline, maintain client records and uphold the highest professional standards. Hybrid working available.