Senior Financial Planner

3 weeks ago

London, Greater London, United Kingdom evelyn Partners Full time

Evelyn Partners is a 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. Our mission is 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.

As a Senior Financial Planner at Evelyn Partners, you will be responsible for delivering financial planning and wealth management advice, building and developing trusted relationships with current and potential clients.

Job Responsibilities:

  • To build new client relationships and maintain and develop existing client relationships
  • To plan, implement, and execute the annual Business Plan in line with agreed individual expectations
  • Structure and lead client meetings, ensuring all information and advice provided is up to date, technically accurate, and meets clients' needs
  • To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
  • Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
  • Growing your knowledge and skills to optimise your capability, whilst meeting regulatory and internal requirements

Requirements:

  • Holds Chartership within Financial Planning
  • Proven ability to deal with new and existing clients
  • Strong Relationship management skills
  • Experience of winning new business
  • Experience working with Sports or Entertainment clientele would be preferable but not essential

The estimated salary for this position is around £60,000 - £80,000 per annum, depending on experience. You will also have access to benefits such as competitive salary, private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and 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.

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