Financial Planning Executive
1 day ago
About the Role
We are seeking an experienced Financial Planning Executive to join our team at Evelyn Partners. This is a unique opportunity for a skilled professional to take on a challenging role and contribute to the success of our organisation.
Job Description
The ideal candidate will have a strong background in financial planning and wealth management, with experience working with high net worth private clients. You will be responsible for delivering financial planning and wealth management advice to our clients, working within the context of an agreed business plan.
You will be required to monitor team performance, execute the annual business plan, build new client relationships, and maintain and develop existing client relationships through effective ongoing service. You will also ensure that clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients.
Required Skills and Qualifications
The successful candidate will hold a level 6 qualification in CII Financial Planning or equivalent aspiring for Level 7. Previous experience within a Financial Planning / Advisory role to HNW private clients is essential. Performance management skills are also highly desirable.
Benefits
We offer a competitive salary of £60,000 per annum, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave. Additionally, you will have access to ongoing training and development opportunities to enhance your skills and knowledge.
About Evelyn Partners
Evelyn Partners is a leading provider of wealth management and accountancy services. We pride ourselves on delivering exceptional client service and providing expert advice to individuals, businesses, and charities. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.
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