- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
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mbf. Epsom, United KingdomA highly reputable Financial Planners with a nationwide reach currently have the requirement for an experienced Financial Planner to join their busy Epsom based team. · Our client has close to £1B client funds under management, they provide holistic Investment and Financial Plann ...
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Idex London, United KingdomI have an unique opportunity for a high-calibre, experienced Financial Planner to join this boutique, modern financial planning practice. · This holistic, fully independent financial planning company truly encapsulates a real team ethos; working to three key pillars focusing on: ...
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eFinancialCareers London, United Kingdom**What the Hiring Manager Says** · Due to expansion, Quilter Private Client Advisers is currently looking for employed Financial Planners to join our dynamic and forward-thinking team. · With dedicated support teams who are committed to enhancing our clients' experiences, a highl ...
Financial Planner - Guildford, Surrey, United Kingdom - Evelyn Partners Group
Description
Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.
We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:To be responsible for delivering financial planning and wealth management advice.
All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.
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 clientsTo 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 work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group) Team Heads Only
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
Private medical insuranceLife assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave
At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.
