Director Financial Planning

3 weeks ago

Brighton East Sussex, United Kingdom Evelyn Partners Full time

Company 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.

We provide an award-winning service for our clients by employing the best people. 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; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services / Evelyn Partners and Careers / Evelyn Partners

Job Description

What will you be doing?

To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

some of your responsibilities will be to:

• To look after and support client needs
• To execute the annual Business Plan in line with agreed individual targets
• 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 clients
• Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients' needs
• To 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
• Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.
• 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)

To be successful in this role, you should have:

• Proven ability to deal with new and existing clients on a fee basis.
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations.
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
• A strong ethic of client and customer service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills, both written and verbal.
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.

Key Skills and Experience
• Proven ability to deal with new and existing clients on a fee basis.
• Ability to understand and communicate advice practices and processes clearly and effectively.
• Ability to analyse client information and highlight requirements to make suitable recommendations.
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies &
solutions.
• A strong ethic of client and customer service.
• Ability to work under pressure and to prioritise work.
• Excellent communication skills, both written and verbal.
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.

Qualifications

Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

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 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 #J-18808-Ljbffr

  • Director Financial Planning

    2 weeks ago

    Brighton, East Sussex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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. We provide an...

  • Director Financial Planning

    2 weeks ago

    Brighton, East Sussex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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. We provide an...

  • Director: Financial Planning

    2 weeks ago

    Brighton, East Sussex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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...

  • Director: Financial Planning

    2 weeks ago

    Brighton, East Sussex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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...

  • Director: Financial Planning

    3 weeks ago

    Brighton, East Sussex, United Kingdom Evelyn Partners Full time

    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...

  • Senior Financial Planner

    2 months ago

    East Sussex, United Kingdom Financial Divisions Full time

    **Financial Planner - East Sussex - manage a book of 170 clients which generates £420k in recurring income, £70k basic salary + commissions** My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business and the Office Manager. They offer whole of market advice on Pensions, Investments, Tax Planning,...

  • Financial Planner

    2 weeks ago

    East Sussex, United Kingdom Financial Divisions Full time

    **Financial Planner - Near Crawley (Sussex), manage a book of 170 clients which generates £420k in recurring income, £60k - £75k basic salary + commissions** My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business and the Office Manager. They offer whole of market advice on Pensions,...

  • Director Financial Planning Team Leader

    2 weeks ago

    Brighton, East Sussex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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. We provide an...

  • Director Financial Planning Team Leader

    2 weeks ago

    Brighton, East Sussex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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. We provide an...

  • Director Financial Planning

    2 weeks ago

    Brighton, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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. We provide an...

  • Director Financial Planning

    2 weeks ago

    Brighton, United Kingdom Evelyn Partners Full time

    Company 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...

  • Director Financial Planning

    3 weeks ago

    Brighton, United Kingdom Evelyn Partners Full time

    Company 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...

  • Director Financial Planning

    4 weeks ago

    Brighton, United Kingdom Evelyn Partners Full time

    Company 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...

  • Director Financial Planning

    3 weeks ago

    Brighton, United Kingdom Evelyn Partners Full time

    Company 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...

  • Director Financial Planning

    3 weeks ago

    Brighton, United Kingdom Evelyn Partners Full time

    Company DescriptionEvelyn 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...

  • Director Financial Planning

    4 weeks ago

    Brighton, United Kingdom Evelyn Partners Full time

    Company DescriptionEvelyn 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...

  • Director Financial Planning

    3 weeks ago

    Brighton, United Kingdom Evelyn Partners Full time

    Company 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...

  • Financial Planning Administrator

    4 weeks ago

    Brighton, East Sussex, United Kingdom IDEX Consulting Full time

    I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove. Within this small practice the Advisors have...

  • Regional Director, Financial Planning

    1 month ago

    Hull, East Yorkshire, United Kingdom Fram Executive Search Limited Full time

    Are you a seasoned financial planning professional with a passion for providing tailored financial advice? Do you have experience of managing/developing a team? Our client is a growing financial planning firm with offices across the UK. They are seeking a dynamic Regional Director to enhance, develop, and grow a small team of Advisers in the Leeds region,...

  • Regional Director, Financial Planning

    1 month ago

    Hull, East Yorkshire, United Kingdom Fram Executive Search Limited Full time

    Are you a seasoned financial planning professional with a passion for providing tailored financial advice? Do you have experience of managing/developing a team? Our client is a growing financial planning firm with offices across the UK. They are seeking a dynamic Regional Director to enhance, develop, and grow a small team of Advisers in the Leeds region,...