Financial Planner

3 weeks ago


Belfast, United Kingdom Evelyn Partners Full time

Job Summary

Evelyn Partners is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will be responsible for delivering financial planning and wealth management advice to our clients.

Key Responsibilities

  • Build and develop trusted relationships with current and potential clients.
  • Deliver financial planning and wealth management advice.
  • Work within the context of an agreed business plan.
  • Ensure all advice given to clients is suitable, tailored, and personalized.

Key Skills and Experience

  • Proven ability to deal with new and existing clients on a fee basis.
  • Ability to understand and communicate advice practices and processes clearly and effectively.
  • Ability to analyze client information and highlight requirements to make suitable recommendations.
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies and solutions.

Qualifications

  • Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing.
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies and solutions.
  • A strong ethic of client and customer service.
  • Ability to work under pressure and to prioritize work.

Additional Information

Evelyn Partners offers a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We value diversity and inclusion and strive to create a safe and supportive work environment.



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