Partner Financial Planning

2 months ago

United Kingdom Evelyn Partners Full time
Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services / Evelyn Partners

Careers / Evelyn Partners

Job Description

What will you be doing?

As an expert in your field, you will be responsible for overseeing, developing, and leading a team to consistently deliver excellent client experiences and outcomes. To be responsible for delivering financial planning and wealth management advice alongside building and developing trusted relationships with current clients. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

This role will be covering the North West region offices: Manchester, Knutsford and Liverpool

Some of your responsibilities will be to
  • Assign tasks and responsibilities to team members
  • Monitoring team performance; mentoring, managing and supporting staff
  • Team Leading
  • Executing the annual Business Plan in line with agreed individual targets
  • Building 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
  • Ensuring 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 clients
  • To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements
  • To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
  • 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 policy
Qualifications

To be successful in this role, you should have:
  • Experience in leading and developing a Financial Planning team in all aspects of performance and regulatory standards
  • Experience within a Financial Planning / Advisory role
  • Experience of people management as a Manager / Director level
  • Experience of managing staff workload; providing mentoring and support
  • Experience of strategic management
  • Excellent communication skills, both written and verbal
  • Relationship Management skills
Qualifications
  • Qualified Chartered Financial Planner level 7 qualification and maintains an up-to-date Statement of Professional Standing
Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:
  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave
We 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.

  • Financial Advisor

    4 months ago

    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    5 months ago

    United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Quilter Full-Time Financial Adviser Programme

    3 months ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

  • Quilter Full-Time Financial Adviser Programme

    3 months ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

  • Quilter Full-Time Financial Adviser Programme

    3 months ago

    United Kingdom Quilter Financial Planning Full time

    Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for progression. ...

  • Paraplanner (Pensions Management)

    39 minutes ago

    United Kingdom Sapphire Financial Planning Ltd Full time

    About Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We are seeking a highly skilled and motivated Paraplanner to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our...

  • Financial Advisor

    21 hours ago

    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to...

  • Financial Advisor

    2 weeks ago

    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to...

  • Paraplanner

    39 minutes ago

    United Kingdom Sapphire Financial Planning Ltd Full time

    About Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach. Role Overview: We are seeking a highly skilled and motivated Paraplanner to join our...

  • Investment Consultant

    2 weeks ago

    United Kingdom Quilter Financial Planning Full time

    Essential Qualifications:** CANDIDATES MUST POSSESS A LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **Quilter Financial Planning is seeking skilled Investment Consultants who can deliver comprehensive financial guidance to a diverse clientele and assist investment professionals in nurturing client relationships.Key Competencies:Ability to interpret complex data -...

  • Financial Planning Administrator

    1 week ago

    United Kingdom mbf Full time €35,000 - €40,000

    Financial Planning Administrator Location: London (Hybrid: 3 days in the office, 2 days from home) We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator. About the Firm: This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting...

  • Financial Planning Analyst

    2 hours ago

    United Kingdom Halliday Marx Full time €12

    Senior FP&A Analyst (12 months) Central London £400-500 per day through an umbrella company Halliday Marx are excited to partner with a Multi-National Consultancy to recruit a Senior FP&A Analyst to cover maternity for 12 months. This is a Hybrid working role allowing the successful candidate the flexibility of both office and remote working. This is a...

  • Financial Planner

    2 days ago

    United Kingdom Financial Divisions Full time €70,000 - €80,000

    Financial Planner – manage existing HNW clients (£500k - £1m) – 2 years of advising experience required - Boutique IFA firm – Near Claygate/Esher My client are an independent wealth planning firm with offices near Claygate/Esher. I have met the Directors and got to know their business very well and their plans for the future. They offer whole of...

  • Financial Planning

    5 days ago

    United Kingdom Hays Full time €65,000 - €75,000

    Your new company A highly successful international engineering group, with businesses across the UK and Europe are working with Hays on an exclusive basis to recruit a Head of Financial Planning & Analysis. Your new role The group has an excellent track record for growth, organically and by acquisition, and is looking to improve cost management and...

  • Financial Planning

    5 days ago

    United Kingdom Hays Full time €65,000 - €75,000

    Your new company A highly successful international engineering group, with businesses across the UK and Europe are working with Hays on an exclusive basis to recruit a Head of Financial Planning & Analysis. Your new role The group has an excellent track record for growth, organically and by acquisition, and is looking to improve cost management and...

  • Financial Service Planner

    2 days ago

    United Kingdom Financial Divisions Full time €70,000 - €80,000

    Financial Planner – manage existing HNW clients (£500k - £1m) – 2 years of advising experience required - Boutique IFA firm – Near Claygate/Esher They offer whole of market financial advice to HNW retirees, entrepreneur’s, accumulators, local families and SME owners based across Surrey, Hampshire, Sussex, Kent and London. They do look after the...

  • Junior Financial Planning

    5 days ago

    United Kingdom Hays Full time €65,000 - €75,000

    A highly successful international engineering group, with businesses across the UK and Europe are working with Hays on an exclusive basis to recruit a Head of Financial Planning & Analysis. The group has an excellent track record for growth, organically and by acquisition, and is looking to improve cost management and profitable growth across the group. To...

  • Junior Financial Planning

    5 days ago

    United Kingdom Hays Full time €65,000 - €75,000

    A highly successful international engineering group, with businesses across the UK and Europe are working with Hays on an exclusive basis to recruit a Head of Financial Planning & Analysis. The group has an excellent track record for growth, organically and by acquisition, and is looking to improve cost management and profitable growth across the group. To...

  • Financial Adviser

    2 days ago

    United Kingdom St. James's Place Financial Adviser Academy Full time

    Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by St. How to become a financial...

  • Financial Adviser

    2 weeks ago

    United Kingdom One Financial Solutions Full time

    Looking for a new challenge, feed up of no leads, sick of working on your own (or feeling like you are), the fun has gone out of the job? OFS is an organization that works with you to build and develop your business, embraces enterpunrial spirt, looks for ways to develop and support its most important asset the advisers whilst having some fun! 2024 is a...