About this role
As Associate Director - Financial Planning, your responsibilities will include among others:-
Looking after and supporting client needs, working with BD to generate new leads & new business To execute the annual Business Plan in line with agreed individual targetsTo 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 clientsStructure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needsTo 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 clientsTo ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirementsTo work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationshipsTo build and maintain COIs to initiate and nurture close relationships with professional advisers.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 policyTo 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 resolutionEnsure 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) Skills & Experience
To be successful in this role, you should:-
Have the proven ability to deal with new and existing clients on a fee basis Have the ability to understand and communicate advice practices and processes clearly and effectively. RequiredAbility to analyse client information and highlight requirements to make suitable recommendations RequiredTechnical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions RequiredA strong ethic of client service RequiredAbility to work under pressure and to prioritise work RequiredAbility to understand and communicate advice practices and processes clearly and effectively. RequiredExcellent communication skills both written and verbal RequiredExperience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business RequiredProfessional Qualifications and Education
Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing As a colleague here at Evelyn Partners, you will have access to benefits that include:
Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.