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Senior Financial Planning Consultant

1 month ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time
Financial Planning Expertise in East Anglia

Evelyn Partners, a leading integrated wealth management and professional services group, is seeking an experienced Senior Financial Planning Consultant to join their team in East Anglia.

This role offers the opportunity to deliver high-quality financial planning advice to clients across the region, building strong relationships and driving business growth.

Job Description:

The successful candidate will be responsible for:

  • Providing expert financial planning advice to clients, encompassing retirement planning, inheritance, and tax efficiency;
  • Structuring and leading client meetings to ensure comprehensive understanding of their needs;
  • Maintaining accurate and up-to-date client records, in line with Group policy;
  • Working collaboratively with Investment Management and Professional Services colleagues to develop client relationships;
  • Developing and maintaining close relationships with professional advisers through COIs;
  • Maintaining the New Business Pipeline (NBP) and ensuring all values and dates are up to date.
Key Qualifications and Skills:

To succeed in this role, candidates should possess:

  • Charter Membership within Financial Planning;
  • Proven experience as a Financial Planner, with technical knowledge and effective communication skills;
  • Strong relationship management skills, with ability to deal with new and existing clients on a fee basis;
  • Able to analyse client information and provide suitable recommendations;
  • Experience operating within a risk management framework, with thorough understanding of private client business risks.
Compensation and Benefits:

Evelyn Partners offers a competitive salary package, including:

  • Competitive annual salary (£60,000 - £80,000 dependent on experience);
  • Private medical insurance;
  • Life assurance;
  • Pension contribution;
  • Generous holiday package;
  • Option to purchase additional holiday time;
  • Shared parental leave.
About Evelyn Partners:

We value diversity and strive to create an inclusive environment where all colleagues can thrive. We offer a wide range of employee resource groups and actively work on diversity, equity, and inclusion initiatives. If you require any accommodations during the application process, please let us know.