Financial Planner

2 weeks ago

Bournemouth, 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.

What will you be doing?
- To build and develop trusted relationships with current and potential clients.
- To be responsible for delivering financial planning and wealth management advice.
- 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.
- Be strategically aligned to the Company's goals and objectives and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market

As a Financial Planner, some of your responsibilities will include:

- To look after and support client needs
- To plan, implement and execute the annual Business Plan in line with agreed individual expectations
- To 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 clients
- 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
- To 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 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
- To build and maintain COIs to initiate and nurture close relationships with professional advisers
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
- Assist in the induction, mentoring and development of new Financial Planners

**Qualifications**:
To be successful in this role, you should:

- Qualified to a minimum of level 6, ideally Chartered Status, with extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client.
- 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 wide ranging holistic financial planning strategies & solutions
- A strong ethic of client and customer service
- Ability to work under pressure and to prioritise work
- Excellent communication skills both written and verbal
- Ability to mentor, train and develop adviser colleagues

Job Profile

**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 dependant)
- 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.

  • Financial Planner

    4 days ago

    Bournemouth, United Kingdom AMG Search Full time

    Are you an experienced Financial Planner looking for your next challenge? We are looking for an ambitious and motivated individual to join our team as a Financial Planner. This is an excellent opportunity to work with a multi-award winning wealth management organisation. You must have experience in working with high net worth clients, and ideally be...

  • Financial Planner

    5 days ago

    Bournemouth, Bournemouth, United Kingdom AMG Search Full time

    Are you an experienced Financial Planner looking for your next challenge?We are looking for an ambitious and motivated individual to join our team as a Financial Planner. This is an excellent opportunity to work with a multi-award winning wealth management organisation.You must have experience in working with high net worth clients, and ideally be...

  • Financial Planner/wealth Planner

    2 weeks ago

    Bournemouth, United Kingdom QED Recruit Full time

    **Financial Planner/Wealth Planner** **Salary to £75,000 plus regular ongoing reviews and exceptional incentives!** **Limitless further personal development!** **Absolutely fantastic opportunity for a seasoned, experienced and polished financial services professional looking to gain the recognition they deserve!** Based within this potentially...

  • Specialist Financial Adviser Bournemouth

    4 weeks ago

    Bournemouth, United Kingdom AMG Search Full time

    MG Search is currently looking for a Financial Planner to join a major Financial Services organisation that provides a tailored service to some of the UK’s most trusted professions. - In this important Financial Planner role you will be home based and in complete control of your working pattern. - Our client will offer you a client base in a trusted...

  • Financial Advisor

    3 weeks ago

    Bournemouth, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM Client Book Provided** **Bournemouth | Surrounding Area's** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to...

  • Director - Financial Planning

    4 weeks ago

    Bournemouth, United Kingdom eFinancialCareers Full time

    We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: Personal - we treat you as an individual Partnership - we go further together Performance - we strive for more What will you be doing? - To build and develop trusted relationships with current...

  • Independent Financial Advisor

    4 weeks ago

    Bournemouth, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£90,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Bournemouth| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...

  • Client Support

    4 weeks ago

    Bournemouth, United Kingdom Marsh McLennan Companies Full time

    Description: Client Support - Financial Planning - Mercer - London What can you expect? The opportunity to join a growing and highly successful team working with a broad range of clients and products A team that strive to deliver best practice, market leading service and solutions with a focus on client service excellence Excellent training...

  • Client Support

    3 weeks ago

    Bournemouth, United Kingdom Marsh McLennan Companies Full time

    Description: Client Support - Financial Planning - Mercer - London What can you expect? The opportunity to join a growing and highly successful team working with a broad range of clients and products A team that strive to deliver best practice, market leading service and solutions with a focus on client service excellence Excellent training...

  • Events Planner

    4 days ago

    Bournemouth, Bournemouth, United Kingdom Rapport Guest Services Full time

    Job IntroductionWe are looking for an experienced Events Planner to join our Rapport team in Bournemouth. Our client is an American multinational financial services firm, and you will play a crucial role in planning, organising, liaising with operational teams and suppliers, as well as facilitating an outstanding attendee engagement for our client and their...

  • Paraplanner - Home Based

    3 weeks ago

    Bournemouth, United Kingdom mbf. Full time

    Mbf are working with one of the UKs largest & most successful Independent Financial Planning organisations to recruit an experienced Home Based Paraplanner. Our client holds Chartered status, they are fully independent and have an excellent reputation. Their current requirement is for an experienced Paraplanner to join the business to provide technical...

  • Events Planner

    4 days ago

    Bournemouth, United Kingdom Rapport Guest Services Full time

    Job Introduction **We are looking for an experienced Events Planner to join our Rapport team in Bournemouth. Our client is an American multinational financial services firm, and you will play a crucial role in planning, organising, liaising with operational teams and suppliers, as well as facilitating an outstanding attendee engagement for our client and...

  • Home-based Financial Planner

    4 weeks ago

    Bournemouth, Dorset, United Kingdom Nationwide Building Society Full time

    Reporting team in Financial Crime. In addition, you will have an understanding of data, processes as well as Financial Crime regulations and controls. You will also be a key member of the team on hand to support a team of experienced analysts/consultants with reports they build and manage, to provide both regular and ad-hoc reporting inside Economic Crime,...

  • Home-based Financial Planner

    1 month ago

    Bournemouth, Dorset, United Kingdom Nationwide Building Society Full time

    Reporting team in Financial Crime. In addition, you will have an understanding of data, processes as well as Financial Crime regulations and controls. You will also be a key member of the team on hand to support a team of experienced analysts/consultants with reports they build and manage, to provide both regular and ad-hoc reporting inside Economic Crime,...

  • Home-based Financial Planner

    3 weeks ago

    Bournemouth, Dorset, United Kingdom Nationwide Building Society Full time

    Reporting team in Financial Crime. In addition, you will have an understanding of data, processes as well as Financial Crime regulations and controls. You will also be a key member of the team on hand to support a team of experienced analysts/consultants with reports they build and manage, to provide both regular and ad-hoc reporting inside Economic Crime,...

  • Team Leader Financial Planning

    1 week ago

    Bournemouth, United Kingdom Idex Full time

    This is an opportunity for an existing Planner who wishes to continue advising a book of clients, but seeking to take their first steps into a management role. The successful applicant will work with the Investment management team and Professional services colleagues to develop client relationships. As a Team head, you will also undertake supervision of...

  • IFA Administrator

    5 days ago

    Bournemouth, Bournemouth, United Kingdom mbf Full time £35,000

    Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

  • IFA Administrator

    3 weeks ago

    Bournemouth, United Kingdom mbf. Full time

    Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious...

  • IFA Administrator

    5 days ago

    Bournemouth, Bournemouth, United Kingdom mbf Full time

    Job DescriptionMbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with...

  • Administrator

    4 weeks ago

    Bournemouth, United Kingdom Recruit UK Full time

    **Job Title**: Financial Administrator **Industry**: Financial Services **Location**:Bournemouth **Salary**:£25,000 - £27,000 Would you like to work for one of the UK's most established and prestige wealth management firms? Do you have a positive work ethic and strong customer service skills? If so, RecruitUK is working with a brilliant Financial...