Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
Job Purpose
The role will be to build, develop and manage trusted relationships with current and potential clients. The role will involve providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's Investment philosophies and process.
Responsibilities
- To look after and support client needs.
- To plan, implement and execute the annual Business plan in line with agreed individual targets.
- To build new client relationships 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 provided is up to date, technically accurate and meets clients’ needs.
- To construct & maintain suitable portfolios in line with the clients’ requirements, circumstances, tax situation and attitude to risk.
- To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate.
- To place deals accurately and in a timely fashion.
- To work in partnership with Financial Planning (FP) 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).
- Contribute to the business development design and implementation initiatives across the location, working with Managing Partners, Regional Managing Partners and key stakeholders deliver positive outcomes.
- Assist in the induction, mentoring and development of new Investment Managers.
- Undertakes supervision of direct reports, ensuring T&C regulations and Evelyn Partners suitability processes are adhered to, and all documentation requirements completed and submitted.
Qualifications
Skills, Experience & Qualifications
- Business acumen together with experience in developing and implementing business plans.
- Proven track record of leading pitches and winning new business.
- Extensive experience of working within an investment management environment servicing high net worth private individuals, institutions and charities.
- Proven experience of managing client investment portfolios and providing investment advice.
- Proven ability to remodel newly acquired portfolios, bringing them into line with the investment policy.
- Technical / product knowledge and effective communication of wide-ranging investment management strategies and solutions.
- Ability to work well in pressurised environment and prioritise work.
- Excellent communication skills both written and verbal.
- Excellent numeracy and analytical skills.
- Ability to mentor, train and develop investment management colleagues.
- Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
Professional Qualifications and Education
- Holds a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up‑to‑date Statement of Professional Standing.
Benefits
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role dependant).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. 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. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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