Wealth Planning Advisor

Evelyn Partners; Guildford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Guildford is seeking a dedicated professional to enhance client relationships and provide tailored financial planning advice. Key responsibilities include managing client needs, executing business plans, and ensuring compliance with industry standards. Candidates should possess strong communication skills, a relevant level 4 qualification, and a commitment to client service. This role requires maintaining rigorous client records and supervising team members, ensuring the highest standards are met.

Qualifications

• Proven ability to manage client relationships effectively.
• Ability to analyze client information for suitable recommendations.
• Excellent communication skills, both written and verbal.

Responsibilities

• Build and develop relationships with clients.
• Execute the annual Business Plan according to targets.
• Lead client meetings, ensuring updates and accuracy.

Skills

Client relationship management

Financial planning knowledge

Communication skills

Analytical skills

Client service ethic

Risk management understanding

Education

Relevant level 4 qualification

Job description

A financial services firm in Guildford is seeking a dedicated professional to enhance client relationships and provide tailored financial planning advice. Key responsibilities include managing client needs, executing business plans, and ensuring compliance with industry standards. Candidates should possess strong communication skills, a relevant level 4 qualification, and a commitment to client service. This role requires maintaining rigorous client records and supervising team members, ensuring the highest standards are met.