Financial Planner
Role Overview
To build and develop trusted relationships with current and potential clients.
To be responsible for delivering financial planning and wealth management advice.
To work within the context of an agreed business plan.
All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.
Full Job Posting
Qualifications
- Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
- 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 analyse client information and highlight requirements to make suitable recommendations
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
- A strong ethic of client service
- Ability to work under pressure and to prioritise work
- Excellent communication skills
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
About Evelyn Partners
UK wealth management firm providing financial planning and investment management to individuals, families, charities and financial intermediaries.
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