Associate Director - Leeds, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

Leeds, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses.

Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

What will you be doing?

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

As a
Financial Planner, some of your responsibilities will include:

To look after and support client needs and to work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
To execute the annual Business Plan in line with agreed individual targets
To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients' needs
To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements

To be successful in this role, you should:

Hold a relevant level 6 qualification or above (aspiring to Chartered status ) 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 and customer service.

As a colleague here at Evelyn Partners you will have access to benefits that include:

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 the differences that a diverse workforce brings, representative of our society and clients.

We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals andfeel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.