Financial Planner
Financial Planner
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Job Description
Were seeking a talented Financial Planner to join our Financial Planning team in Guildford. You will be responsible for developing and creating new business with high net worth (HNW) persons and businesses ranging between 2 million 5 million and upwards. This is a fantastic opportunity to join the Guildford team if you are looking for a position which needs an entrepreneurial solution oriented approach. We will be looking for candidates to lead and deliver change and longer term to build a team around them.
Some of your responsibilities will be to
- Energetically develop new business opportunities with HNW persons and companies
- Maintain the New Business Pipeline (NBP)
- Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition.
- Structure and lead client meetings.
- 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.
Qualifications :
To be successful in this role you should have:
- Hold a relevant level 4 qualification or above (aspiring for Level 7) and maintains an uptodate Statement of Professional Standing
- Experience of winning and developing new business with HNW (high net worth) individuals and businesses
- Experience of relationship management with internal and external stakeholders.
- Desire to want to build a team
Additional Information :
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
Fully funded training towards professional qualifications
Cycle to work scheme
Season ticket loan
Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
