Associate Financial Planning Bestinvest Coach
2 weeks ago
Associate Financial Planning Bestinvest Coach & Team Leader Apply for the Associate Financial Planning Bestinvest Coach & Team Leader role at Evelyn Partners. Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people, guided by our purpose of placing the power of good advice into more hands. We help clients make significant decisions with confidence, provide strong foundations for the future and guide them toward their goals. Job Description What will you be doing? We’re seeking a talented individual to join our team in Bristol. As an Associate Financial Planning Bestinvest Coach & Team Leader, you will support both existing and prospective clients, educate them on key concepts such as goal setting, account structure, taxation, risk and investment choices, and identify opportunities to refer clients who need deeper, more detailed support to our financial‑planning and investment‑management colleagues. Responsibilities Coaching Responsibilities Contact referred clients/prospects within agreed Service Level Agreement to arrange suitable appointments. Coach both existing and prospective clients on a wide range of financial planning and investment topics, ensuring all relevant Continuing Professional Development is completed. Team Head Responsibilities Line‑manage coaching team members, complete mid‑year and year‑end appraisals, and monitor coaches’ KPIs. Manage the team’s management information for reporting. T&C Supervisor Responsibilities Lead the four‑week training programme for new joiners, ensuring all mandatory learning is completed on time, and provide monthly call observations and feedback. Ensure CPD remains on track and audit at year end. Qualifications & Skills Level 4 Diploma qualified (Dip PFS) or equivalent. Ability to operate in a client‑facing role, gathering soft and hard facts through open and closed questions whilst remaining personable. Technical knowledge and ability to communicate a wide range of holistic financial planning topics. Versatility to adapt communication style for different client types, from beginners to sophisticated investors. Ability to build internal relationships and create a network of contacts for collaborative client experience. Strong communication, interpersonal, and organisational skills, alongside empathy, problem‑solving and integrity. Benefits Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave EEO and Inclusion We are proud to value the differences that a diverse workforce brings, representative of society and our clients. We have a wide range of active employee resource groups and run multiple diversity, equity and inclusion initiatives across the organisation. We are committed to providing a workspace where all colleagues, regardless of identity, background or circumstance, feel respected and can work in a safe, supportive and inclusive environment. We are happy to make reasonable adjustments to accommodate your needs throughout the application process – please let your recruiter know. #J-18808-Ljbffr
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Associate Financial Planning Bestinvest Coach
2 weeks ago
Bristol, United Kingdom Evelyn Partners Full time**Company Description** Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our...
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Bristol, United Kingdom Evelyn Partners Full time**Company Description**: For over 180 years, **Evelyn Partners** has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that...
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Associate Financial Planning Bestinvest Coach
2 weeks ago
Bristol, United Kingdom Evelyn Partners Full time**Company Description**: Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our...
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Associate Financial Planning Bestinvest Coach
2 weeks ago
Bristol, United Kingdom Evelyn Partners Full time**Company Description**: Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our...
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Associate Financial Planning Bestinvest Coach
2 weeks ago
Bristol, United Kingdom Evelyn Partners Full timeWhat will you be doing Were seeking a talented individual to join our team in Bristol. As an Associate Financial Planning Bestinvest Coach & Team Leader youll be supporting both existing and prospective clients. You will educate clients on key concepts such as goal setting account structure taxation risk and investment choices. With your input clients...
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Hybrid Associate Financial Planning Coach
2 weeks ago
Bristol, United Kingdom Evelyn Partners Full timeA leading wealth management firm seeks an Associate Financial Planning Bestinvest Coach & Team Leader in Bristol. You will coach clients on financial topics, manage a coaching team, and ensure training for new joiners. The ideal candidate holds a Level 4 Diploma and possesses client-facing experience. This role offers a competitive salary and benefits...
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Bestinvest Coach
2 weeks ago
Evelyn Partners th Floor, EQ, Victoria Street,, Bristol, United Kingdom Evelyn Partners Full timeCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose -...
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Bestinvest Coach
1 week ago
Bristol, United Kingdom Evelyn Partners Full timeCompany DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose -...
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Financial Planning Administrator
1 week ago
Bristol, United Kingdom Ellis Davies Financial Planning Ltd Full time**Overview** Ellis Davies Financial Planning Ltd is a small, client-centric, independent financial advice business based in Clifton, Bristol. The company was established in 2017 by Richard Ellis & Nick Davies. The firm has grown organically through client and professional referrals and as a result of its success, requires additional support in the back...
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Financial Planning Centre Senior Associate
4 days ago
Bristol, United Kingdom NatWest Full timeJoin us as a Financial Planning Centre Senior Associate - Hone your organisational and communication skills, as you provide vital financial planning technical support for the Financial Planning Centre - Joining us in Asset Management, you’ll deliver technical administration and calculations for the accumulation, maintenance and de-accumulation of all...
