Associate Financial Planning Bestinvest Coach
Associate Financial Planning Bestinvest Coach
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Job Description
Were seeking a talented person to join our Bestinvest Financial Planning team in either Our Bristol or Cardiff offices which is responsible for supporting new and existing clients to make clearer and better investment decisions. You will Provide professional effective efficient and compliant telephone/virtual based service to clients.
As an Associate Financial Planner within Bestinvest 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 will feel more empowered to make decisions for themselves to reach their goals. For those clients who feel more than coaching is required or have more highly detailed needs youll identify opportunities to refer into our Evelyn Partners Financial planning and Investment management colleagues.
As an Associate Financial Planner within Bestinvest your responsibilities will include among others
Contacting referred clients/prospects within agreed Service Levels Agreement to arrange a suitable appointment.
Coaching both existing and prospective clients on a wide range of financial planning and investment topics.
Ensuring completion of all relevant Continued Professional Development to develop knowledge and skills to be able to provide technical support to clients and colleagues
The ability to manage their time and diaries effectively to maximise the amount of quality contact with clients and management of any follow up tasks and/or ongoing actions.
Qualifications :
To be successful in this role you should have
- Level 4 Diploma qualified (Dip PFS) or equivalent
- The desire to build or enhance their skill sets in a client facing role gathering both soft and hard facts through a combination of open and closed questions whilst remaining personable.
- Technical knowledge and the ability to communicate a wide range of holistic financial planning topics
- Versatility to amend your approach when communicating to different types of clients from those who are new to investing to more financially sophisticated clients
- Building internal relationships with colleagues creating a network of contact points to offer a collaborative way of working to enhance client experience
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
