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Financial Planning Assistant
3 months ago
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 adapt advice to reflect changing risk attitudes and strategic requirements.
- Collaborate with Investment Management colleagues to develop client relationships.
- 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.
- Ability to understand and communicate advice practices and processes clearly and effectively.
- Excellent communication skills, both written and verbal.
- 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 valued. We welcome applications from candidates who share our values and are passionate about delivering exceptional client service.
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