Director Financial Planning

3 days ago

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 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.

Responsibilities
  • Build new client relationships and maintain and develop existing client relationships
  • Plan, implement and execute the annual Business Plan in line with agreed individual expectations
  • Structure and lead client meetings, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
  • Work in partnership with Investment Management (IM) 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
  • Grow your knowledge and skills to optimise your capability, whilst meeting regulatory and internal requirements
Qualifications

What we're looking for

  • Holds Chartership within Financial Planning
  • Proven ability to deal with new and existing clients
  • Strong relationship management skills
  • Experience of winning new business
  • Experience working with sports or entertainment clientele would be preferable but not essential
Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

  • Private medical insurance
  • Life assurance
  • Pension contribution
  • 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 your needs throughout the application process. Please let your Recruiter know.

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