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Financial Planner

1 month ago

London, United Kingdom Evelyn Partners Full time

Were seeking a talented Financial Planner to join our Financial Planning team in London.

You will be responsible for servicing high net worth (HNW) Partners and retired partners predominantly from the Big 4. You will have the opportunity to build on existing relationships with the clients as well as work closely and collaboratively with our Investment Managers. This is a fantastic opportunity to join the London team if you are looking for a position which needs a personable and nurturing approach. We will be looking for candidates who can show experience with servicing and developing relationships with high net worth individuals and investment managers. This is also an opportunity for candidates aspiring to develop to an Associate Director postion.

As a Financial Planner your responsibilities will include among others

  • Actively develop and service existing business with HNW individuals
  • Building on existing client relationships through effective ongoing service to help minimise attrition.
  • Ensure client files are carefully maintained with client details regulary updated where needed
  • 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) colleagues to develop client relationships.

Qualifications :

To be successful in this role you should

  • Hold a relevant level 4 qualification or above (aspiring for Level 7) and maintains an uptodate Statement of Professional Standing 
  • Experience of developing existing business with HNW individuals
  • Experience of relationship management with internal and external stakeholders. 
  • Real passion for providing a firstclass service to clients

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

Hybrid working model (role dependent)

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

 

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter.

 


Remote Work :

No


Employment Type :

Fulltime


Key Skills
Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills
Vacancy: 1