Associate Financial Planning Bestinvest Coach

Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

We're 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 you'll 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, you'll 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, you'll 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. We're 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 don't hesitate to discuss your needs with your recruiter.