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Wealth Management Strategist
2 months ago
About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group in the UK, with over 186 years of experience helping individuals, families, businesses, charities, and professional intermediaries achieve their financial goals. We are committed to providing award-winning service by employing the best people and placing the power of good advice into more hands.
Our core values drive our exceptional track record of growth and innovation:
- Personal: Providing advice based on a deep understanding of our clients' needs and aspirations.
- Partnership: Collaborating with clients in a joined-up, integrated way to deliver comprehensive solutions.
- Performance: Demonstrating expertise across a wide range of financial services to achieve first-class results.
We are seeking a talented and experienced Wealth Management Strategist to join our team in the East Anglia region. You will be responsible for delivering personalized financial planning and wealth management advice to clients, building strong relationships, and helping them achieve their financial objectives.
Key Responsibilities:- Provide comprehensive financial planning advice across a range of areas, including retirement planning, inheritance tax mitigation, and investment strategies.
- Develop and implement tailored financial plans that align with clients' individual goals and risk tolerance.
- Conduct in-depth client meetings to understand their needs, analyze their financial situation, and provide clear and concise recommendations.
- Maintain strong relationships with existing clients and actively seek new business opportunities through networking and referrals.
- Collaborate effectively with colleagues in Investment Management and Professional Services to deliver a seamless client experience.
- Stay abreast of industry trends, regulatory changes, and best practices to ensure you are providing the most up-to-date advice.
- Chartered Financial Planner status (or equivalent).
- Proven experience as a Financial Planner, with a strong track record of success.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities.
- A commitment to providing exceptional client service.
