Director: Financial Planning

3 days ago

England, 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 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; 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
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.
Paul Heslop, our Managing Partner of Evelyn Partners for our South East region, has recorded an audio clip which brings this role to life. Monitoring team performance; Executing the annual Business Plan in line with agreed individual targets
Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition
Ensuring 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
Holds a minimum of a relevant Level 4 qualification in Financial Planning or equivalent and aspiring towards becoming Chartered
Previous experience within a Financial Planning / Advisory role to HNW Private clients
Performance management
Holds a minimum of a relevant Level 4 qualification in Financial Planning or equivalent and aspiring towards becoming Chartered

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
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.

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