Financial Planning Assistant

3 weeks ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time
{"title": "Financial Planning Role", "description": "Job Summary

We are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.

Key Responsibilities
  • Assist Financial Planners in meeting and engaging with clients to provide tailored financial advice.
  • Support the development of client relationships and maintain existing relationships through effective ongoing service.
  • Ensure clients receive the right advice to achieve their financial objectives.
  • Conduct annual client reviews and maintain up-to-date knowledge of client risk attitudes and strategic requirements.
  • Collaborate with Investment Management colleagues to develop client relationships.
Requirements
  • Holds a relevant Financial Planning level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing.
  • Previous experience working within a financial planning role, providing assistance on clients' needs and requirements.
  • Ability to deal with new and existing clients on a fee basis.
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies and solutions.
  • Excellent communication skills, both written and verbal.
What We Offer
  • 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.

We value diversity and inclusion and are committed to creating a workplace where all colleagues feel respected and supported. We welcome applications from candidates who share our values and are passionate about delivering exceptional client service.

", "lang_code": "en"}

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